Atherton Lane Advisers’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
2015
Q4
$968K Buy
32,080
+10,760
+50% +$354K 0.06% 99
2015
Q3
$652K Sell
21,320
-500
-2% -$16.9K 0.04% 131
2015
Q2
$820K Sell
21,820
-130
-0.6% -$5.16K 0.05% 124
2015
Q1
$851K Buy
21,950
+10
+0% +$387 0.05% 135
2014
Q4
$868K Buy
21,940
+370
+2% +$15.4K 0.05% 137
2014
Q3
$977K Buy
21,570
+2,680
+14% +$130K 0.06% 116
2014
Q2
$945K Buy
+18,890
New +$894K 0.05% 112

Other funds holding XLE

Atherton Lane Advisers's XLE Position: Q4 2015 in Review

Atherton Lane Advisers increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 50% in Q4 2015, buying an estimated $354K and bringing the position to 32,080 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #99.

Atherton Lane Advisers first reported a position in XLE in Q2 2014 and has held it in 7 quarters since. The position peaked at $977K in Q3 2014. 629 funds tracked by Wall St. Rank hold XLE as of Q4 2015.

  • Atherton Lane Advisers held 32,080 shares of State Street Energy Select Sector SPDR ETF worth $968K as of Q4 2015.
  • Atherton Lane Advisers bought 10,760 State Street Energy Select Sector SPDR ETF shares in Q4 2015, an estimated $354K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Atherton Lane Advisers's portfolio in Q4 2015, its #99 holding.
  • Atherton Lane Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 7 quarters since.
  • Atherton Lane Advisers's State Street Energy Select Sector SPDR ETF position peaked at $977K in Q3 2014.
  • 629 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.