J.W. Burns & Co’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
-5,802
Closed -$205K 177
2022
Q4
$205K Buy
+5,802
New +$197K 0.04% 170

Other funds holding XLU

J.W. Burns & Co's XLU Position: Q1 2023 in Review

J.W. Burns & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 5,802 shares — an estimated $205K sold.

J.W. Burns & Co first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • J.W. Burns & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • J.W. Burns & Co sold 5,802 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $205K.
  • J.W. Burns & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • J.W. Burns & Co's State Street Utilities Select Sector SPDR ETF position peaked at $205K 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 J.W. Burns & Co's 13F filing for Q1 2023, filed 17 Apr 2023.