Stokes Family Office’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
Q4
Sell
-4,428
Closed -$200K 346
2023
Q3
$200K Buy
+4,428
New +$194K 0.02% 309

Other funds holding XLE

Stokes Family Office's XLE Position: Q4 2023 in Review

Stokes Family Office sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 4,428 shares — an estimated $200K sold.

Stokes Family Office first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Stokes Family Office reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 4,428 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $200K.
  • Stokes Family Office first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Stokes Family Office's State Street Energy Select Sector SPDR ETF position peaked at $200K in Q3 2023.
  • 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.