Alaethes Wealth’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
Q2
Sell
-3,336
Closed -$128K 294
2022
Q1
$128K Buy
3,336
+400
+14% +$13.9K 0.08% 111
2021
Q4
$81K Buy
2,936
+190
+7% +$5.37K 0.05% 120
2021
Q3
$72K Buy
2,746
+304
+12% +$7.53K 0.05% 119
2021
Q2
$66K Buy
+2,442
New +$63.5K 0.05% 118

Other funds holding XLE

Alaethes Wealth's XLE Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 3,336 shares — an estimated $128K sold.

Alaethes Wealth first reported a position in XLE in Q2 2021 and held it in 4 quarters. The position peaked at $128K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Alaethes Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 3,336 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $128K.
  • Alaethes Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's State Street Energy Select Sector SPDR ETF position peaked at $128K in Q1 2022.
  • 1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.