Aspire Wealth Management’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
2023
Q1
Sell
-7,696
Closed -$337K 200
2022
Q4
$337K Sell
7,696
-882
-10% -$38.4K 0.29% 60
2022
Q3
$309K Sell
8,578
-2,462
-22% -$93.1K 0.29% 60
2022
Q2
$395K Buy
11,040
+1,212
+12% +$48.6K 0.36% 49
2022
Q1
$376K Buy
9,828
+2,236
+29% +$77.4K 0.3% 56
2021
Q4
$211K Buy
+7,592
New +$215K 0.17% 81

Other funds holding XLE

Aspire Wealth Management's XLE Position: Q1 2023 in Review

Aspire Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 7,696 shares — an estimated $337K sold.

Aspire Wealth Management first reported a position in XLE in Q4 2021 and held it in 5 quarters. The position peaked at $395K in Q2 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Aspire Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 7,696 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $337K.
  • Aspire Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
  • Aspire Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $395K in Q2 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.