Laffer Tengler Investments’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
Q2
Sell
-472
Closed -$19.5K 408
2023
Q1
$19.5K Buy
472
+32
+7% +$1.37K 0.01% 362
2022
Q4
$19.2K Hold
440
0.01% 354
2022
Q3
$15.8K Buy
+440
New +$16.6K 0.01% 320

Other funds holding XLE

Laffer Tengler Investments's XLE Position: Q2 2023 in Review

Laffer Tengler Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 472 shares — an estimated $19.5K sold.

Laffer Tengler Investments first reported a position in XLE in Q3 2022 and held it in 3 quarters. The position peaked at $19.5K in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Laffer Tengler Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 472 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $19.5K.
  • Laffer Tengler Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's State Street Energy Select Sector SPDR ETF position peaked at $19.5K in Q1 2023.
  • 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.