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.