NWI 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
2024
Q4
Sell
-19,600
Closed -$792K 64
2024
Q3
$792K Buy
+19,600
New +$727K 0.02% 43

Other funds holding XLU

NWI Management's XLU Position: Q1 2018 in Review

NWI Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 264,000 shares — an estimated $6.95M sold.

NWI Management first reported a position in XLU in Q1 2016 and held it in 5 quarters. The position peaked at $6.95M in Q4 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

  • NWI Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • NWI Management sold 264,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $6.95M.
  • NWI Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 5 quarters.
  • NWI Management's State Street Utilities Select Sector SPDR ETF position peaked at $6.95M in Q4 2017.
  • 557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on NWI Management's 13F filing for Q1 2018, filed 15 May 2018.