Horan Capital 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
2019
Q2
Sell
-1,400
Closed -$46K 246
2019
Q1
$46K Buy
+1,400
New +$45K 0.03% 145
2017
Q4
Sell
-500
Closed -$17K 281
2017
Q3
$17K Buy
+500
New +$16.3K 0.01% 232

Other funds holding XLE

Horan Capital Advisors's XLE Position: Q2 2019 in Review

Horan Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 1,400 shares — an estimated $46K sold.

Horan Capital Advisors first reported a position in XLE in Q3 2017 and held it in 2 quarters. The position peaked at $46K in Q1 2019. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

  • Horan Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Horan Capital Advisors sold 1,400 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $46K.
  • Horan Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and held it in 2 quarters.
  • Horan Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $46K in Q1 2019.
  • 808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Horan Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.