Hoover Financial 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
2021
Q2
$90K Buy
3,348
+2,006
+149% +$52.2K 0.02% 216
2021
Q1
$35K Buy
1,342
+200
+18% +$4.61K 0.01% 297
2020
Q4
$25K Buy
+1,142
New +$19.7K 0.01% 315
2020
Q3
Sell
-628
Closed -$12K 485
2020
Q2
$12K Buy
+628
New +$11.7K ﹤0.01% 330

Other funds holding XLE

Hoover Financial Advisors's XLE Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 149% in Q2 2021, buying an estimated $52.2K and bringing the position to 3,348 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #216.

Hoover Financial Advisors first reported a position in XLE in Q2 2020 and has held it in 4 quarters since. 1,261 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • Hoover Financial Advisors held 3,348 shares of State Street Energy Select Sector SPDR ETF worth $90K as of Q2 2021.
  • Hoover Financial Advisors bought 2,006 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $52.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #216 holding.
  • Hoover Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 4 quarters since.
  • 1,261 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.