PCA Investment Advisory Services’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
Q3
Sell
-1,928
Closed -$63.1K 430
2023
Q2
$63.1K Buy
+1,928
New +$64.9K 0.04% 239

Other funds holding XLU

PCA Investment Advisory Services's XLU Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 1,928 shares — an estimated $63.1K sold.

PCA Investment Advisory Services first reported a position in XLU in Q2 2023 and held it in 1 quarter. The position peaked at $63.1K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,928 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $63.1K.
  • PCA Investment Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $63.1K in Q2 2023.
  • 1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.