Selective Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
PIF
AWA
Selective Wealth Management's XLU Position: Q4 2022 in Review
Selective Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 2,066 shares — an estimated $68K sold.
Selective Wealth Management first reported a position in XLU in Q4 2020 and held it in 8 quarters. The position peaked at $68K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.
- Selective Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
- Selective Wealth Management sold 2,066 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $68K.
- Selective Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
- Selective Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $68K in Q3 2022.
- 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.
Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.