Traverso Chambers Private Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Traverso Chambers Private Wealth Management's XLE Position: Q4 2023 in Review
Traverso Chambers Private Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.04% in Q4 2023, buying an estimated $599 and bringing the position to 36,550 shares worth $1.53M. The position accounts for 0.37% of the portfolio, ranked #40.
Traverso Chambers Private Wealth Management first reported a position in XLE in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.65M in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.
- Traverso Chambers Private Wealth Management held 36,550 shares of State Street Energy Select Sector SPDR ETF worth $1.53M as of Q4 2023.
- Traverso Chambers Private Wealth Management bought 14 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $599.
- State Street Energy Select Sector SPDR ETF made up 0.37% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #40 holding.
- Traverso Chambers Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 16 quarters since.
- Traverso Chambers Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.65M 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 Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.