HBC Financial Services’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
-2,000
Closed -$86K 215
2023
Q1
$86K Buy
2,000
+1,000
+100% +$42.8K 0.06% 47
2022
Q4
$42K Buy
1,000
+300
+43% +$13.1K 0.03% 69
2022
Q3
$25K Buy
700
+200
+40% +$7.56K 0.02% 78
2022
Q2
$17K Buy
+500
New +$20.1K 0.01% 104

Other funds holding XLE

HBC Financial Services's XLE Position: Q2 2023 in Review

HBC Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 2,000 shares — an estimated $86K sold.

HBC Financial Services first reported a position in XLE in Q2 2022 and held it in 4 quarters. The position peaked at $86K in Q1 2023. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • HBC Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • HBC Financial Services sold 2,000 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $86K.
  • HBC Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
  • HBC Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $86K in Q1 2023.
  • 1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.