WT Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
PIF
RJA
WT Wealth Management's XLU Position: Q2 2023 in Review
WT Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 80,268 shares — an estimated $2.72M sold.
WT Wealth Management first reported a position in XLU in Q4 2022 and held it in 2 quarters. The position peaked at $3.96M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.
- WT Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- WT Wealth Management sold 80,268 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $2.72M.
- WT Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
- WT Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.96M in Q4 2022.
- 1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.
Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.