Oak Point Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
SGI
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Oak Point Wealth Management's XLU Position: Q1 2018 in Review
Oak Point Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 99% in Q1 2018, selling an estimated $1.28M and leaving 274 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #164.
Oak Point Wealth Management first reported a position in XLU in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.36M in Q4 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.
- Oak Point Wealth Management held 274 shares of State Street Utilities Select Sector SPDR ETF worth $7K as of Q1 2018.
- Oak Point Wealth Management sold 51,470 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $1.28M.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #164 holding.
- Oak Point Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.36M in Q4 2017.
- 557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.