Stellar Capital 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
2019
Q1
Sell
-10,172
Closed -$292K 86
2018
Q4
$292K Buy
10,172
+4,610
+83% +$154K 0.23% 70
2018
Q3
$211K Buy
+5,562
New +$209K 0.14% 80

Other funds holding XLE

Stellar Capital Management's XLE Position: Q1 2019 in Review

Stellar Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 10,172 shares — an estimated $292K sold.

Stellar Capital Management first reported a position in XLE in Q3 2018 and held it in 2 quarters. The position peaked at $292K in Q4 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

  • Stellar Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Stellar Capital Management sold 10,172 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $292K.
  • Stellar Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
  • Stellar Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $292K in Q4 2018.
  • 870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Stellar Capital Management's 13F filing for Q1 2019, filed 15 May 2019.