Fortem Financial Group’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
-1,000
Closed -$36K 186
2022
Q2
$36K Buy
+1,000
New +$40.1K 0.02% 165

Other funds holding XLE

Fortem Financial Group's XLE Position: Q1 2023 in Review

Fortem Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 96,526 shares — an estimated $4.22M sold.

Fortem Financial Group first reported a position in XLE in Q2 2020 and held it in 9 quarters. The position peaked at $4.22M in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Fortem Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 96,526 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $4.22M.
  • Fortem Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 9 quarters.
  • Fortem Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $4.22M in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.