Engrave Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Engrave Wealth Partners's XLE Position: Q2 2023 in Review
Engrave Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 5,204 shares — an estimated $220K sold.
Engrave Wealth Partners first reported a position in XLE in Q1 2020 and held it in 3 quarters. The position peaked at $1.1M in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.
- Engrave Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Engrave Wealth Partners sold 5,204 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $220K.
- Engrave Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 3 quarters.
- Engrave Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.1M 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 Engrave Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.