Lawrence B. Cohen’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
Q3
Sell
-38,672
Closed -$1.27M 68
2023
Q2
$1.27M Sell
38,672
-1,594
-4% -$53.7K 0.81% 48
2023
Q1
$1.36M Buy
40,266
+3,940
+11% +$134K 0.92% 49
2022
Q4
$1.28M Buy
36,326
+3,066
+9% +$104K 0.67% 63
2022
Q3
$1.09M Buy
+33,260
New +$1.22M 0.84% 51

Other funds holding XLU

Lawrence B. Cohen's XLU Position: Q3 2023 in Review

Lawrence B. Cohen sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 38,672 shares — an estimated $1.27M sold.

Lawrence B. Cohen first reported a position in XLU in Q3 2022 and held it in 4 quarters. The position peaked at $1.36M in Q1 2023. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • Lawrence B. Cohen reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Lawrence B. Cohen sold 38,672 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $1.27M.
  • Lawrence B. Cohen first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 4 quarters.
  • Lawrence B. Cohen's State Street Utilities Select Sector SPDR ETF position peaked at $1.36M in Q1 2023.
  • 1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Lawrence B. Cohen's 13F filing for Q3 2023, filed 23 Oct 2023.