AFT Forsyth & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$21K Hold
512
– – 0.03% 234
2013
Q2
$20K Buy
+512
New +$20.3K 0.03% 224

Other funds holding XLE

AFT Forsyth & Company's XLE Position: Q3 2013 in Review

AFT Forsyth & Company held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2013 at 512 shares worth $21K. The position accounts for 0.03% of the portfolio, ranked #234.

AFT Forsyth & Company first reported a position in XLE in Q2 2013 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold XLE as of Q3 2013.

  • AFT Forsyth & Company held 512 shares of State Street Energy Select Sector SPDR ETF worth $21K as of Q3 2013.
  • AFT Forsyth & Company left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2013.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of AFT Forsyth & Company's portfolio in Q3 2013, its #234 holding.
  • AFT Forsyth & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.