Tiedemann Advisors’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
2021
Q4
Sell
-20,000,000
Closed -$530K 299
2021
Q3
$530K Buy
+20,000,000
New +$495M 0.03% 187

Other funds holding XLE

Tiedemann Advisors's XLE Position: Q2 2023 in Review

Tiedemann Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 23,534 shares — an estimated $975K sold.

Tiedemann Advisors first reported a position in XLE in Q2 2015 and held it in 14 quarters. The position peaked at $5.96M in Q2 2015. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Tiedemann Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 23,534 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $975K.
  • Tiedemann Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and held it in 14 quarters.
  • Tiedemann Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.96M in Q2 2015.
  • 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.