High Net Worth Advisory Group’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
2023
Q1
Sell
-50
Closed -$1.76K 591
2022
Q4
$1.76K Buy
+50
New +$1.7K ﹤0.01% 581

Other funds holding XLU

High Net Worth Advisory Group's XLU Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 50 shares — an estimated $1.76K sold.

High Net Worth Advisory Group first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $1.76K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 50 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $1.76K.
  • High Net Worth Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.76K in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.