FSM Wealth Advisors’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
-5,878
Closed -$243K 178
2023
Q1
$243K Buy
+5,878
New +$251K 0.14% 132

Other funds holding XLE

FSM Wealth Advisors's XLE Position: Q2 2023 in Review

FSM Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 5,878 shares — an estimated $243K sold.

FSM Wealth Advisors first reported a position in XLE in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • FSM Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 5,878 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $243K.
  • FSM Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • FSM Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $243K 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 FSM Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.