Elk River 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
2021
Q4
Sell
-8,376
Closed -$218K 131
2021
Q3
$218K Hold
8,376
0.06% 110
2021
Q2
$226K Sell
8,376
-600
-7% -$15.6K 0.06% 114
2021
Q1
$220K Sell
8,976
-6,884
-43% -$159K 0.06% 115
2020
Q4
$301K Buy
+15,860
New +$273K 0.1% 95

Other funds holding XLE

Elk River Wealth Management's XLE Position: Q4 2021 in Review

Elk River Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 8,376 shares — an estimated $218K sold.

Elk River Wealth Management first reported a position in XLE in Q4 2020 and held it in 4 quarters. The position peaked at $301K in Q4 2020. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

  • Elk River Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Elk River Wealth Management sold 8,376 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $218K.
  • Elk River Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
  • Elk River Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $301K in Q4 2020.
  • 1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Elk River Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.