IRON Financial’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
2015
Q1
Sell
-44,056
Closed -$17.4K 92
2014
Q4
$17.4K Buy
+44,056
New +$1.83M 1.76% 15
2014
Q2
Sell
-83,700
Closed -$3.73M 88
2014
Q1
$3.73M Buy
+83,700
New +$3.61M 2.84% 11

Other funds holding XLE

IRON Financial's XLE Position: Q1 2015 in Review

IRON Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2015, closing a stake of 44,056 shares — an estimated $17.4K sold.

IRON Financial first reported a position in XLE in Q1 2014 and held it in 2 quarters. The position peaked at $3.73M in Q1 2014. 562 funds tracked by Wall St. Rank hold XLE as of Q1 2015.

  • IRON Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • IRON Financial sold 44,056 State Street Energy Select Sector SPDR ETF shares in Q1 2015, an estimated $17.4K.
  • IRON Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
  • IRON Financial's State Street Energy Select Sector SPDR ETF position peaked at $3.73M in Q1 2014.
  • 562 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2015.

Based on IRON Financial's 13F filing for Q1 2015, filed 9 Apr 2015.