WA
XLU icon

Whitebox Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Whitebox Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50,000
Closed -$1.21M – 81
2016
Q4 		$1.21M Buy
+50,000
New +$1.19M 0.05% 70

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whitebox Advisors's XLU Position: Q1 2017 in Review

Whitebox Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2017, closing a stake of 50,000 shares — an estimated $1.21M sold.

Whitebox Advisors first reported a position in XLU in Q4 2016 and held it in 1 quarter. The position peaked at $1.21M in Q4 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

  • Whitebox Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Whitebox Advisors sold 50,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $1.21M.
  • Whitebox Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Whitebox Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.21M in Q4 2016.
  • 516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on Whitebox Advisors's 13F filing for Q1 2017, filed 15 May 2017.