Intersect 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
2015
Q2
Sell
-2,354
Closed -$52K 375
2015
Q1
$52K Sell
2,354
-20
-0.8% -$462 0.04% 177
2014
Q4
$56K Buy
+2,374
New +$53.7K 0.05% 176

Other funds holding XLU

Intersect Capital's XLU Position: Q2 2015 in Review

Intersect Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2015, closing a stake of 2,354 shares — an estimated $52K sold.

Intersect Capital first reported a position in XLU in Q4 2014 and held it in 2 quarters. The position peaked at $56K in Q4 2014. 423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.

  • Intersect Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 2,354 State Street Utilities Select Sector SPDR ETF shares in Q2 2015, an estimated $52K.
  • Intersect Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's State Street Utilities Select Sector SPDR ETF position peaked at $56K in Q4 2014.
  • 423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.