MGO Private Wealth’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
Q1
Sell
-37,298
Closed -$1.31M 136
2022
Q4
$1.31M Sell
37,298
-8,240
-18% -$280K 0.6% 40
2022
Q3
$1.49M Buy
+45,538
New +$1.67M 0.71% 32

Other funds holding XLU

MGO Private Wealth's XLU Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 37,298 shares — an estimated $1.31M sold.

MGO Private Wealth first reported a position in XLU in Q3 2022 and held it in 2 quarters. The position peaked at $1.49M in Q3 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 37,298 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $1.31M.
  • MGO Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $1.49M in Q3 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.