Bridgewater 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
2022
Q3
Sell
-13,974
Closed -$500K 230
2022
Q2
$500K Buy
13,974
+1,000
+8% +$40.1K 0.1% 136
2022
Q1
$496K Buy
12,974
+1,742
+16% +$60.3K 0.12% 142
2021
Q4
$312K Buy
+11,232
New +$317K 0.07% 188

Other funds holding XLE

Bridgewater Advisors's XLE Position: Q3 2022 in Review

Bridgewater Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 13,974 shares — an estimated $500K sold.

Bridgewater Advisors first reported a position in XLE in Q4 2021 and held it in 3 quarters. The position peaked at $500K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Bridgewater Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Bridgewater Advisors sold 13,974 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $500K.
  • Bridgewater Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Bridgewater Advisors's State Street Energy Select Sector SPDR ETF position peaked at $500K in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Bridgewater Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.