River Wealth Advisors’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
2019
Q1
Sell
-1,124
Closed -$30K 521
2018
Q4
$30K Hold
1,124
0.01% 304
2018
Q3
$30K Buy
1,124
+482
+75% +$12.8K 0.01% 338
2018
Q2
$17K Buy
+642
New +$16.1K 0.01% 387

Other funds holding XLU

River Wealth Advisors's XLU Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 1,124 shares — an estimated $30K sold.

River Wealth Advisors first reported a position in XLU in Q2 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,124 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $30K.
  • River Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $30K in Q4 2018.
  • 717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.