Ridgewood 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
Q3
Sell
-560
Closed -$22.7K 794
2023
Q2
$22.7K Buy
+560
New +$22.8K 0.01% 432

Other funds holding XLE

Ridgewood Investments's XLE Position: Q3 2023 in Review

Ridgewood Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 560 shares — an estimated $22.7K sold.

Ridgewood Investments first reported a position in XLE in Q2 2023 and held it in 1 quarter. The position peaked at $22.7K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • Ridgewood Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 560 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $22.7K.
  • Ridgewood Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's State Street Energy Select Sector SPDR ETF position peaked at $22.7K 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 Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.