Alpha Financial Advisors’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
2023
Q2
Sell
-5,012
Closed -$208K 46
2023
Q1
$208K Buy
+5,012
New +$214K 0.14% 43

Other funds holding XLE

Alpha Financial Advisors's XLE Position: Q2 2023 in Review

Alpha Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 5,012 shares — an estimated $208K sold.

Alpha Financial Advisors first reported a position in XLE in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Alpha Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Alpha Financial Advisors sold 5,012 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $208K.
  • Alpha Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Alpha Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $208K in Q1 2023.
  • 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Alpha Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.