PCA Investment Advisory Services’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
Q3
Sell
-2,740
Closed -$111K 425
2023
Q2
$111K Buy
+2,740
New +$112K 0.07% 181

Other funds holding XLE

PCA Investment Advisory Services's XLE Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 2,740 shares — an estimated $111K sold.

PCA Investment Advisory Services first reported a position in XLE in Q2 2023 and held it in 1 quarter. The position peaked at $111K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 2,740 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $111K.
  • PCA Investment Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $111K in Q2 2023.
  • 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.