Hefty Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
SGI
N
Hefty Wealth Partners's XLU Position: Q1 2018 in Review
Hefty Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 127,374 shares — an estimated $3.35M sold.
Hefty Wealth Partners first reported a position in XLU in Q1 2017 and held it in 4 quarters. The position peaked at $3.35M in Q4 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.
- Hefty Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
- Hefty Wealth Partners sold 127,374 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $3.35M.
- Hefty Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
- Hefty Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3.35M in Q4 2017.
- 557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.
Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.