Smart Money Group’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
2020
Q2
Sell
-48,258
Closed -$1.34M 98
2020
Q1
$1.34M Buy
+48,258
New +$1.54M 0.94% 36

Other funds holding XLU

Smart Money Group's XLU Position: Q2 2020 in Review

Smart Money Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 48,258 shares — an estimated $1.34M sold.

Smart Money Group first reported a position in XLU in Q1 2020 and held it in 1 quarter. The position peaked at $1.34M in Q1 2020. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

  • Smart Money Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Smart Money Group sold 48,258 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $1.34M.
  • Smart Money Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Smart Money Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.34M in Q1 2020.
  • 801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.