Hemington 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
2023
Q3
Sell
-5,200
Closed -$211K 106
2023
Q2
$211K Buy
+5,200
New +$212K 0.09% 97

Other funds holding XLE

Hemington Wealth Management's XLE Position: Q3 2023 in Review

Hemington Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 5,200 shares — an estimated $211K sold.

Hemington Wealth Management first reported a position in XLE in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • Hemington Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Hemington Wealth Management sold 5,200 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $211K.
  • Hemington Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Hemington Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $211K in Q2 2023.
  • 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Hemington Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.