Kinloch 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
2022
Q3
Sell
-9,408
Closed -$330K 74
2022
Q2
$330K Buy
+9,408
New +$341K 0.21% 55
2021
Q1
Sell
-18
Closed -$1K 217
2020
Q4
$1K Buy
+18
New +$570 ﹤0.01% 219

Other funds holding XLU

Kinloch Capital's XLU Position: Q3 2022 in Review

Kinloch Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022, closing a stake of 9,408 shares — an estimated $330K sold.

Kinloch Capital first reported a position in XLU in Q4 2020 and held it in 2 quarters. The position peaked at $330K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

  • Kinloch Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Kinloch Capital sold 9,408 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $330K.
  • Kinloch Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Kinloch Capital's State Street Utilities Select Sector SPDR ETF position peaked at $330K in Q2 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Kinloch Capital's 13F filing for Q3 2022, filed 14 Nov 2022.