LWM Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
LWM Advisory Services's XLE Position: Q4 2023 in Review
LWM Advisory Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 622 shares — an estimated $28.1K sold.
LWM Advisory Services first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $28.1K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.
- LWM Advisory Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
- LWM Advisory Services sold 622 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $28.1K.
- LWM Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
- LWM Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $28.1K 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 LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.