Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Wealth Advisors's XLE Position: Q3 2023 in Review
Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.2% in Q3 2023, buying an estimated $51K and bringing the position to 13,886 shares worth $628K. The position accounts for 0.28% of the portfolio, ranked #34.
Wealth Advisors first reported a position in XLE in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.05M in Q1 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.
- Wealth Advisors held 13,886 shares of State Street Energy Select Sector SPDR ETF worth $628K as of Q3 2023.
- Wealth Advisors bought 1,166 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $51K.
- State Street Energy Select Sector SPDR ETF made up 0.28% of Wealth Advisors's portfolio in Q3 2023, its #34 holding.
- Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
- Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.05M in Q1 2023.
- 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.
Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.