Baker Tilly Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Baker Tilly Wealth Management's XLE Position: Q3 2022 in Review
Baker Tilly Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 14,704 shares — an estimated $526K sold.
Baker Tilly Wealth Management first reported a position in XLE in Q1 2021 and held it in 6 quarters. The position peaked at $1.13M in Q2 2021. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.
- Baker Tilly Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
- Baker Tilly Wealth Management sold 14,704 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $526K.
- Baker Tilly Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
- Baker Tilly Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.13M in Q2 2021.
- 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.
Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.