McKinley 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
2017
Q4
Sell
-710
Closed -$19K 374
2017
Q3
$19K Sell
710
-368
-34% -$9.88K ﹤0.01% 332
2017
Q2
$28K Buy
1,078
+504
+88% +$13.2K ﹤0.01% 402
2017
Q1
$15K Hold
574
﹤0.01% 461
2016
Q4
$14K Hold
574
﹤0.01% 464
2016
Q3
$14K Buy
+574
New +$14.6K ﹤0.01% 491

Other funds holding XLU

McKinley Capital Management's XLU Position: Q4 2017 in Review

McKinley Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2017, closing a stake of 710 shares — an estimated $19K sold.

McKinley Capital Management first reported a position in XLU in Q3 2016 and held it in 5 quarters. The position peaked at $28K in Q2 2017. 585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

  • McKinley Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • McKinley Capital Management sold 710 State Street Utilities Select Sector SPDR ETF shares in Q4 2017, an estimated $19K.
  • McKinley Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and held it in 5 quarters.
  • McKinley Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $28K in Q2 2017.
  • 585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.