WealthBridge 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
2019
Q2
Sell
-1,400
Closed -$40K 895
2019
Q1
$40K Hold
1,400
0.03% 326
2018
Q4
$37K Buy
+1,400
New +$38K 0.03% 302

Other funds holding XLU

WealthBridge Capital Management's XLU Position: Q2 2019 in Review

WealthBridge Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 1,400 shares — an estimated $40K sold.

WealthBridge Capital Management first reported a position in XLU in Q4 2018 and held it in 2 quarters. The position peaked at $40K in Q1 2019. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

  • WealthBridge Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,400 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $40K.
  • WealthBridge Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $40K in Q1 2019.
  • 754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.