Forefront 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
Q3
Sell
-8,688
Closed -$311K 51
2022
Q2
$311K Buy
+8,688
New +$349K 0.42% 34

Other funds holding XLE

Forefront Wealth Management's XLE Position: Q3 2022 in Review

Forefront Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 8,688 shares — an estimated $311K sold.

Forefront Wealth Management first reported a position in XLE in Q2 2022 and held it in 1 quarter. The position peaked at $311K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Forefront Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Forefront Wealth Management sold 8,688 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $311K.
  • Forefront Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Forefront Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $311K 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 Forefront Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.