Stapp Wealth Management’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
Q1
Sell
-49,064
Closed -$1.73M 28
2022
Q4
$1.73M Sell
49,064
-6,118
-11% -$208K 4.14% 11
2022
Q3
$1.81M Buy
+55,182
New +$2.02M 5.27% 10

Other funds holding XLU

Stapp Wealth Management's XLU Position: Q1 2023 in Review

Stapp Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 49,064 shares — an estimated $1.73M sold.

Stapp Wealth Management first reported a position in XLU in Q3 2022 and held it in 2 quarters. The position peaked at $1.81M in Q3 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Stapp Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Stapp Wealth Management sold 49,064 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $1.73M.
  • Stapp Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Stapp Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.81M in Q3 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Stapp Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.