TFO 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
2022
Q4
Sell
-306
Closed -$11K 947
2022
Q3
$11K Buy
+306
New +$11.6K ﹤0.01% 87
2021
Q3
Sell
-60
Closed -$2K 190
2021
Q2
$2K Buy
+60
New +$1.56K ﹤0.01% 105

Other funds holding XLE

TFO Wealth Partners's XLE Position: Q4 2022 in Review

TFO Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 306 shares — an estimated $11K sold.

TFO Wealth Partners first reported a position in XLE in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • TFO Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 306 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $11K.
  • TFO Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 2 quarters.
  • TFO Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $11K in Q3 2022.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.