Kingfisher 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
2023
Q4
Sell
-6,000
Closed -$271K 177
2023
Q3
$271K Buy
6,000
+1,000
+20% +$43.8K 0.07% 140
2023
Q2
$203K Buy
+5,000
New +$204K 0.05% 163

Other funds holding XLE

Kingfisher Capital's XLE Position: Q4 2023 in Review

Kingfisher Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 6,000 shares — an estimated $271K sold.

Kingfisher Capital first reported a position in XLE in Q2 2023 and held it in 2 quarters. The position peaked at $271K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Kingfisher Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Kingfisher Capital sold 6,000 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $271K.
  • Kingfisher Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Kingfisher Capital's State Street Energy Select Sector SPDR ETF position peaked at $271K in Q3 2023.
  • 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Kingfisher Capital's 13F filing for Q4 2023, filed 14 Feb 2024.