Heirloom Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Heirloom Wealth Management's XLE Position: Q1 2023 in Review
Heirloom Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 59,636 shares — an estimated $2.61M sold.
Heirloom Wealth Management first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $2.61M in Q4 2022. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.
- Heirloom Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
- Heirloom Wealth Management sold 59,636 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $2.61M.
- Heirloom Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
- Heirloom Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.61M in Q4 2022.
- 1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.
Based on Heirloom Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.