EisnerAmper Wealth Management Corporate Benefits’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
Q3
Sell
-8,362
Closed -$339K 61
2023
Q2
$339K Buy
+8,362
New +$341K 0.16% 43
2022
Q4
Sell
-5,610
Closed -$202K 53
2022
Q3
$202K Buy
+5,610
New +$212K 0.12% 41

Other funds holding XLE

EisnerAmper Wealth Management Corporate Benefits's XLE Position: Q3 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 8,362 shares — an estimated $339K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in XLE in Q3 2022 and held it in 2 quarters. The position peaked at $339K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 8,362 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $339K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's State Street Energy Select Sector SPDR ETF position peaked at $339K in Q2 2023.
  • 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2023, filed 10 Oct 2023.