Wealthfront’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
2015
Q4
Sell
-130
Closed -$3K 1096
2015
Q3
$3K Buy
+130
New +$2.8K ﹤0.01% 1161
2014
Q4
Sell
-44
Closed -$1K 1026
2014
Q3
$1K Buy
+44
New +$932 ﹤0.01% 659

Other funds holding XLU

Wealthfront's XLU Position: Q4 2015 in Review

Wealthfront sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2015, closing a stake of 130 shares — an estimated $3K sold.

Wealthfront first reported a position in XLU in Q3 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 446 funds tracked by Wall St. Rank hold XLU as of Q4 2015.

  • Wealthfront reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 130 State Street Utilities Select Sector SPDR ETF shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2014 and held it in 2 quarters.
  • Wealthfront's State Street Utilities Select Sector SPDR ETF position peaked at $3K in Q3 2015.
  • 446 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.