Altman 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
2021
Q2
Sell
-145,252
Closed -$3.56M 90
2021
Q1
$3.56M Buy
+145,252
New +$3.35M 2.29% 6
2018
Q1
Sell
-30,314
Closed -$1.09M 80
2017
Q4
$1.09M Buy
+30,314
New +$1.04M 0.95% 51

Other funds holding XLE

Altman Advisors's XLE Position: Q2 2021 in Review

Altman Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 145,252 shares — an estimated $3.56M sold.

Altman Advisors first reported a position in XLE in Q4 2017 and held it in 2 quarters. The position peaked at $3.56M in Q1 2021. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • Altman Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Altman Advisors sold 145,252 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $3.56M.
  • Altman Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
  • Altman Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.56M in Q1 2021.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Altman Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.