Laffer Tengler Investments’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
-200
Closed -$7.05K 458
2022
Q4
$7.05K Hold
200
﹤0.01% 383
2022
Q3
$6.55K Buy
+200
New +$7.33K ﹤0.01% 332

Other funds holding XLU

Laffer Tengler Investments's XLU Position: Q1 2023 in Review

Laffer Tengler Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 200 shares — an estimated $7.05K sold.

Laffer Tengler Investments first reported a position in XLU in Q3 2022 and held it in 2 quarters. The position peaked at $7.05K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Laffer Tengler Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 200 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $7.05K.
  • Laffer Tengler Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Laffer Tengler Investments's State Street Utilities Select Sector SPDR ETF position peaked at $7.05K 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 Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.