Empirical Asset Management’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
2024
Q2
Sell
-8,936
Closed -$422K 395
2024
Q1
$422K Buy
8,936
+308
+4% +$13.2K 0.2% 132
2023
Q4
$362K Buy
+8,628
New +$369K 0.3% 116

Other funds holding XLE

Empirical Asset Management's XLE Position: Q2 2024 in Review

Empirical Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 8,936 shares — an estimated $422K sold.

Empirical Asset Management first reported a position in XLE in Q4 2023 and held it in 2 quarters. The position peaked at $422K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Empirical Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Empirical Asset Management sold 8,936 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $422K.
  • Empirical Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Empirical Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $422K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Empirical Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.