Veritable’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
Q1
– Sell
-600
Closed -$11K – 1014
2013
Q4
$11K Buy
+600
New +$11.5K ﹤0.01% 961

Other funds holding XLU

Veritable's XLU Position: Q3 2023 in Review

Veritable sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 607,386 shares — an estimated $19.9M sold.

Veritable first reported a position in XLU in Q2 2013 and held it in 41 quarters. The position peaked at $51.3M in Q4 2014. 1,064 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • Veritable reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 607,386 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $19.9M.
  • Veritable first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 41 quarters.
  • Veritable's State Street Utilities Select Sector SPDR ETF position peaked at $51.3M in Q4 2014.
  • 1,064 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.