Kays Financial Advisory’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
Q4
Sell
-14,344
Closed -$439K 64
2015
Q3
$439K Buy
14,344
+5,992
+72% +$202K 0.25% 48
2015
Q2
$314K Buy
8,352
+574
+7% +$22.8K 0.18% 52
2015
Q1
$302K Buy
+7,778
New +$301K 0.18% 53

Other funds holding XLE

Kays Financial Advisory's XLE Position: Q4 2015 in Review

Kays Financial Advisory sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2015, closing a stake of 14,344 shares — an estimated $439K sold.

Kays Financial Advisory first reported a position in XLE in Q1 2015 and held it in 3 quarters. The position peaked at $439K in Q3 2015. 629 funds tracked by Wall St. Rank hold XLE as of Q4 2015.

  • Kays Financial Advisory reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
  • Kays Financial Advisory sold 14,344 State Street Energy Select Sector SPDR ETF shares in Q4 2015, an estimated $439K.
  • Kays Financial Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 3 quarters.
  • Kays Financial Advisory's State Street Energy Select Sector SPDR ETF position peaked at $439K in Q3 2015.
  • 629 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2015.

Based on Kays Financial Advisory's 13F filing for Q4 2015, filed 1 Nov 2018.