Mayfair Advisory Group’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
Q2
Sell
-6,440
Closed -$222K 132
2023
Q1
$222K Buy
6,440
+204
+3% +$6.91K 0.24% 101
2022
Q4
$223K Buy
6,236
+8
+0.1% +$272 0.28% 98
2022
Q3
$210K Sell
6,228
-26
-0.4% -$953 0.3% 98
2022
Q2
$231K Buy
+6,254
New +$226K 0.3% 99

Other funds holding XLU

Mayfair Advisory Group's XLU Position: Q2 2023 in Review

Mayfair Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 6,440 shares — an estimated $222K sold.

Mayfair Advisory Group first reported a position in XLU in Q2 2022 and held it in 4 quarters. The position peaked at $231K in Q2 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

  • Mayfair Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Mayfair Advisory Group sold 6,440 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $222K.
  • Mayfair Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
  • Mayfair Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $231K in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on Mayfair Advisory Group's 13F filing for Q2 2023, filed 24 Jul 2023.