Sterneck Capital 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
2014
Q2
– Sell
-9,840
Closed -$204K – 144
2014
Q1
$204K Buy
+9,840
New +$194K 0.11% 124

Other funds holding XLU

Sterneck Capital Management's XLU Position: Q2 2014 in Review

Sterneck Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2014, closing a stake of 9,840 shares — an estimated $204K sold.

Sterneck Capital Management first reported a position in XLU in Q1 2014 and held it in 1 quarter. The position peaked at $204K in Q1 2014. 404 funds tracked by Wall St. Rank hold XLU as of Q2 2014.

  • Sterneck Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 9,840 State Street Utilities Select Sector SPDR ETF shares in Q2 2014, an estimated $204K.
  • Sterneck Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and held it in 1 quarter.
  • Sterneck Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $204K in Q1 2014.
  • 404 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2014.

Based on Sterneck Capital Management's 13F filing for Q2 2014, filed 15 Aug 2014.