V Wealth 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
2022
Q1
Sell
-2,000
Closed -$56K 488
2021
Q4
$56K Buy
+2,000
New +$56.5K 0.01% 449

Other funds holding XLE

V Wealth Advisors's XLE Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 5,756 shares — an estimated $234K sold.

V Wealth Advisors first reported a position in XLE in Q2 2017 and held it in 15 quarters. The position peaked at $1.69M in Q1 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • V Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 5,756 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $234K.
  • V Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 15 quarters.
  • V Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q1 2022.
  • 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.