David J. Yvars Group’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
-13,850
Closed -$574K 88
2023
Q1
$574K Buy
13,850
+5,890
+74% +$252K 0.52% 35
2022
Q4
$348K Buy
+7,960
New +$347K 0.44% 39

Other funds holding XLE

David J. Yvars Group's XLE Position: Q2 2023 in Review

David J. Yvars Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 13,850 shares — an estimated $574K sold.

David J. Yvars Group first reported a position in XLE in Q4 2022 and held it in 2 quarters. The position peaked at $574K in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • David J. Yvars Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • David J. Yvars Group sold 13,850 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $574K.
  • David J. Yvars Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • David J. Yvars Group's State Street Energy Select Sector SPDR ETF position peaked at $574K 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 David J. Yvars Group's 13F filing for Q2 2023, filed 11 Jul 2023.