Utah Peaks Capital’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
-8,000
Closed -$282K 79
2022
Q4
$282K Buy
+8,000
New +$272K 0.51% 42

Other funds holding XLU

Utah Peaks Capital's XLU Position: Q1 2023 in Review

Utah Peaks Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 8,000 shares — an estimated $282K sold.

Utah Peaks Capital first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $282K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Utah Peaks Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Utah Peaks Capital sold 8,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $282K.
  • Utah Peaks Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Utah Peaks Capital's State Street Utilities Select Sector SPDR ETF position peaked at $282K in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.