FFT Wealth 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
2017
Q1
Sell
-7,774
Closed -$293K 98
2016
Q4
$293K Buy
7,774
+40
+0.5% +$1.45K 0.07% 68
2016
Q3
$273K Buy
7,734
+46
+0.6% +$1.58K 0.12% 56
2016
Q2
$257K Buy
7,688
+50
+0.7% +$1.65K 0.1% 54
2016
Q1
$236K Buy
7,638
+54
+0.7% +$1.57K 0.1% 50
2015
Q4
$229K Buy
+7,584
New +$250K 0.18% 54

Other funds holding XLE

FFT Wealth Management's XLE Position: Q1 2017 in Review

FFT Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 7,774 shares — an estimated $293K sold.

FFT Wealth Management first reported a position in XLE in Q4 2015 and held it in 5 quarters. The position peaked at $293K in Q4 2016. 744 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

  • FFT Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • FFT Wealth Management sold 7,774 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $293K.
  • FFT Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 5 quarters.
  • FFT Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $293K in Q4 2016.
  • 744 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on FFT Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.