FormulaFolio Investments’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
Q2
$1K Hold
50
﹤0.01% 491
2021
Q1
$1K Sell
50
-47,182
-100% -$1.09M ﹤0.01% 461
2020
Q4
$895K Buy
+47,232
New +$814K 0.02% 337

Other funds holding XLE

FormulaFolio Investments's XLE Position: Q2 2021 in Review

FormulaFolio Investments held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2021 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

FormulaFolio Investments first reported a position in XLE in Q4 2020 and has held it in 3 quarters since. The position peaked at $895K in Q4 2020. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • FormulaFolio Investments held 50 shares of State Street Energy Select Sector SPDR ETF worth $1K as of Q2 2021.
  • FormulaFolio Investments left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2021.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #491 holding.
  • FormulaFolio Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's State Street Energy Select Sector SPDR ETF position peaked at $895K in Q4 2020.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.