Smith & Howard Wealth Management’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
2014
Q1
– Sell
-520
Closed -$23K – 217
2013
Q4
$23K Buy
+520
New +$22.4K 0.01% 155

Other funds holding XLE

Smith & Howard Wealth Management's XLE Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2014, closing a stake of 520 shares — an estimated $23K sold.

Smith & Howard Wealth Management first reported a position in XLE in Q4 2013 and held it in 1 quarter. The position peaked at $23K in Q4 2013. 442 funds tracked by Wall St. Rank hold XLE as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 520 State Street Energy Select Sector SPDR ETF shares in Q1 2014, an estimated $23K.
  • Smith & Howard Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $23K in Q4 2013.
  • 442 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.