Luminus 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
2014
Q4
Sell
-880,000
Closed -$18.5M 168
2014
Q3
$18.5M Buy
+880,000
New +$18.6M 0.6% 38

Other funds holding XLU

Luminus Management's XLU Position: Q2 2019 in Review

Luminus Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 1,524,590 shares — an estimated $44.3M sold.

Luminus Management first reported a position in XLU in Q3 2015 and held it in 6 quarters. The position peaked at $44.3M in Q1 2019. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

  • Luminus Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Luminus Management sold 1,524,590 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $44.3M.
  • Luminus Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and held it in 6 quarters.
  • Luminus Management's State Street Utilities Select Sector SPDR ETF position peaked at $44.3M in Q1 2019.
  • 754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on Luminus Management's 13F filing for Q2 2019, filed 14 Aug 2019.