Physicians Financial 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
2016
Q2
Sell
-210
Closed -$5K 306
2016
Q1
$5K Buy
210
+2
+1% +$46 ﹤0.01% 257
2015
Q4
$4K Buy
+208
New +$4.51K ﹤0.01% 278

Other funds holding XLU

Physicians Financial Services's XLU Position: Q2 2016 in Review

Physicians Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2016, closing a stake of 210 shares — an estimated $5K sold.

Physicians Financial Services first reported a position in XLU in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2016. 534 funds tracked by Wall St. Rank hold XLU as of Q2 2016.

  • Physicians Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • Physicians Financial Services sold 210 State Street Utilities Select Sector SPDR ETF shares in Q2 2016, an estimated $5K.
  • Physicians Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and held it in 2 quarters.
  • Physicians Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $5K in Q1 2016.
  • 534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2016.

Based on Physicians Financial Services's 13F filing for Q2 2016, filed 14 Jul 2016.