BlueSky Wealth 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
Q4
Sell
-10,000
Closed -$260K 73
2021
Q3
$260K Hold
10,000
0.05% 59
2021
Q2
$264K Buy
+10,000
New +$260K 0.05% 58

Other funds holding XLE

BlueSky Wealth Advisors's XLE Position: Q4 2021 in Review

BlueSky Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 10,000 shares — an estimated $260K sold.

BlueSky Wealth Advisors first reported a position in XLE in Q2 2021 and held it in 2 quarters. The position peaked at $264K in Q2 2021. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

  • BlueSky Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 10,000 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $260K.
  • BlueSky Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 2 quarters.
  • BlueSky Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $264K in Q2 2021.
  • 1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.