Semus Wealth Partners’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
-6,068
Closed -$251K 122
2023
Q1
$251K Sell
6,068
-770
-11% -$32.9K 0.27% 89
2022
Q4
$299K Buy
+6,838
New +$298K 0.36% 70

Other funds holding XLE

Semus Wealth Partners's XLE Position: Q2 2023 in Review

Semus Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 6,068 shares — an estimated $251K sold.

Semus Wealth Partners first reported a position in XLE in Q4 2022 and held it in 2 quarters. The position peaked at $299K in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Semus Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Semus Wealth Partners sold 6,068 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $251K.
  • Semus Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Semus Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $299K in Q4 2022.
  • 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Semus Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.