Catalyst Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Catalyst Wealth Management's XLE Position: Q1 2023 in Review
Catalyst Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2023, selling an estimated $78.2K and leaving 47,906 shares worth $1.98M. The position accounts for 1.86% of the portfolio, ranked #7.
Catalyst Wealth Management first reported a position in XLE in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.18M in Q4 2022. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.
- Catalyst Wealth Management held 47,906 shares of State Street Energy Select Sector SPDR ETF worth $1.98M as of Q1 2023.
- Catalyst Wealth Management sold 1,828 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $78.2K.
- State Street Energy Select Sector SPDR ETF made up 1.86% of Catalyst Wealth Management's portfolio in Q1 2023, its #7 holding.
- Catalyst Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.18M in Q4 2022.
- 1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.