Columbia Advisory Partners’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
-9,604
Closed -$398K 65
2023
Q1
$398K Sell
9,604
-164
-2% -$7.01K 0.38% 38
2022
Q4
$427K Buy
+9,768
New +$425K 0.41% 32

Other funds holding XLE

Columbia Advisory Partners's XLE Position: Q2 2023 in Review

Columbia Advisory Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 9,604 shares — an estimated $398K sold.

Columbia Advisory Partners first reported a position in XLE in Q4 2022 and held it in 2 quarters. The position peaked at $427K in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Columbia Advisory Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 9,604 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $398K.
  • Columbia Advisory Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Columbia Advisory Partners's State Street Energy Select Sector SPDR ETF position peaked at $427K in Q4 2022.
  • 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Columbia Advisory Partners's 13F filing for Q2 2023, filed 2 Aug 2023.