Boyd 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
2022
Q4
Sell
-6,000
Closed -$216K 45
2022
Q3
$216K Hold
6,000
0.17% 40
2022
Q2
$215K Hold
6,000
0.18% 41
2022
Q1
$229K Buy
+6,000
New +$208K 0.17% 35

Other funds holding XLE

Boyd Wealth Management's XLE Position: Q4 2022 in Review

Boyd Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 6,000 shares — an estimated $216K sold.

Boyd Wealth Management first reported a position in XLE in Q1 2022 and held it in 3 quarters. The position peaked at $229K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • Boyd Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Boyd Wealth Management sold 6,000 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $216K.
  • Boyd Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Boyd Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $229K in Q1 2022.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Boyd Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.