LVM Capital 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
Q1
Sell
-11,780
Closed -$224K 119
2013
Q4
$224K Sell
11,780
-1,490
-11% -$28.5K 0.08% 101
2013
Q3
$248K Buy
13,270
+600
+5% +$11.4K 0.09% 95
2013
Q2
$238K Buy
+12,670
New +$248K 0.09% 101

Other funds holding XLU

LVM Capital Management's XLU Position: Q1 2014 in Review

LVM Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2014, closing a stake of 11,780 shares — an estimated $224K sold.

LVM Capital Management first reported a position in XLU in Q2 2013 and held it in 3 quarters. The position peaked at $248K in Q3 2013. 375 funds tracked by Wall St. Rank hold XLU as of Q1 2014.

  • LVM Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • LVM Capital Management sold 11,780 State Street Utilities Select Sector SPDR ETF shares in Q1 2014, an estimated $224K.
  • LVM Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • LVM Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $248K in Q3 2013.
  • 375 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2014.

Based on LVM Capital Management's 13F filing for Q1 2014, filed 14 Apr 2014.