Altium Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Altium Wealth Management's XLE Position: Q2 2022 in Review
Altium Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2022, selling an estimated $105K and leaving 23,836 shares worth $852K. The position accounts for 0.06% of the portfolio, ranked #177.
Altium Wealth Management first reported a position in XLE in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.
- Altium Wealth Management held 23,836 shares of State Street Energy Select Sector SPDR ETF worth $852K as of Q2 2022.
- Altium Wealth Management sold 2,606 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $105K.
- State Street Energy Select Sector SPDR ETF made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #177 holding.
- Altium Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 7 quarters since.
- Altium Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.01M 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 Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.