Northstar Wealth Partners’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
Q3
Sell
-8,266
Closed -$212K 148
2017
Q2
$212K Sell
8,266
-446
-5% -$11.7K 0.19% 124
2017
Q1
$225K Buy
+8,712
New +$218K 0.21% 117

Other funds holding XLU

Northstar Wealth Partners's XLU Position: Q3 2017 in Review

Northstar Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2017, closing a stake of 8,266 shares — an estimated $212K sold.

Northstar Wealth Partners first reported a position in XLU in Q1 2017 and held it in 2 quarters. The position peaked at $225K in Q1 2017. 532 funds tracked by Wall St. Rank hold XLU as of Q3 2017.

  • Northstar Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 8,266 State Street Utilities Select Sector SPDR ETF shares in Q3 2017, an estimated $212K.
  • Northstar Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • Northstar Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $225K in Q1 2017.
  • 532 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.