Cascadia Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
WA
PP
VMPIC
Cascadia Advisory Services's XLE Position: Q3 2021 in Review
Cascadia Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.92% in Q3 2021, buying an estimated $31.5K and bringing the position to 139,148 shares worth $3.62M. The position accounts for 0.73% of the portfolio, ranked #33.
Cascadia Advisory Services first reported a position in XLE in Q1 2021 and has held it in 3 quarters since. The position peaked at $3.71M in Q2 2021. 1,229 funds tracked by Wall St. Rank hold XLE as of Q3 2021.
- Cascadia Advisory Services held 139,148 shares of State Street Energy Select Sector SPDR ETF worth $3.62M as of Q3 2021.
- Cascadia Advisory Services bought 1,272 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $31.5K.
- State Street Energy Select Sector SPDR ETF made up 0.73% of Cascadia Advisory Services's portfolio in Q3 2021, its #33 holding.
- Cascadia Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 3 quarters since.
- Cascadia Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $3.71M in Q2 2021.
- 1,229 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.
Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.