Investors Asset Management of Georgia’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
Q4
Sell
-200
Closed -$7K 538
2022
Q3
$7K Hold
200
﹤0.01% 513
2022
Q2
$7K Buy
+200
New +$7.24K ﹤0.01% 454

Other funds holding XLU

Investors Asset Management of Georgia's XLU Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 200 shares — an estimated $7K sold.

Investors Asset Management of Georgia first reported a position in XLU in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 200 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $7K.
  • Investors Asset Management of Georgia first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's State Street Utilities Select Sector SPDR ETF position peaked at $7K in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.