Ground Swell Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-24,410
Closed -$909K 189
2022
Q1
$909K Buy
+24,410
New +$846K 2.34% 4
2021
Q1
Sell
-6,426
Closed -$201K 142
2020
Q4
$201K Buy
+6,426
New +$203K 0.77% 46

Other funds holding XLU

Ground Swell Capital's XLU Position: Q2 2022 in Review

Ground Swell Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 24,410 shares — an estimated $909K sold.

Ground Swell Capital first reported a position in XLU in Q4 2020 and held it in 2 quarters. The position peaked at $909K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

  • Ground Swell Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Ground Swell Capital sold 24,410 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $909K.
  • Ground Swell Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Ground Swell Capital's State Street Utilities Select Sector SPDR ETF position peaked at $909K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Ground Swell Capital's 13F filing for Q2 2022, filed 11 Aug 2022.