Lakewood Asset Management’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
-1,450
Closed -$51K 306
2022
Q4
$51K Buy
+1,450
New +$49.3K 0.04% 177

Other funds holding XLU

Lakewood Asset Management's XLU Position: Q1 2023 in Review

Lakewood Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 1,450 shares — an estimated $51K sold.

Lakewood Asset Management first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $51K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Lakewood Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,450 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $51K.
  • Lakewood Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $51K 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 Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.