Hobart Private Capital’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
2019
Q1
Sell
-9,532
Closed -$273K 170
2018
Q4
$273K Sell
9,532
-4,012
-30% -$134K 0.23% 101
2018
Q3
$513K Buy
13,544
+5,446
+67% +$204K 0.39% 74
2018
Q2
$307K Buy
+8,098
New +$301K 0.25% 97

Other funds holding XLE

Hobart Private Capital's XLE Position: Q1 2019 in Review

Hobart Private Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 9,532 shares — an estimated $273K sold.

Hobart Private Capital first reported a position in XLE in Q2 2018 and held it in 3 quarters. The position peaked at $513K in Q3 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

  • Hobart Private Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Hobart Private Capital sold 9,532 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $273K.
  • Hobart Private Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
  • Hobart Private Capital's State Street Energy Select Sector SPDR ETF position peaked at $513K in Q3 2018.
  • 870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Hobart Private Capital's 13F filing for Q1 2019, filed 11 Mar 2024.