Kaizen Financial Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
AL
Kaizen Financial Strategies's XLE Position: Q1 2021 in Review
Kaizen Financial Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 96% in Q1 2021, buying an estimated $633K and bringing the position to 55,874 shares worth $1.37M. The position accounts for 1.31% of the portfolio, ranked #20.
Kaizen Financial Strategies first reported a position in XLE in Q4 2020 and has held it in 2 quarters since. 1,144 funds tracked by Wall St. Rank hold XLE as of Q1 2021.
- Kaizen Financial Strategies held 55,874 shares of State Street Energy Select Sector SPDR ETF worth $1.37M as of Q1 2021.
- Kaizen Financial Strategies bought 27,432 State Street Energy Select Sector SPDR ETF shares in Q1 2021, an estimated $633K.
- State Street Energy Select Sector SPDR ETF made up 1.31% of Kaizen Financial Strategies's portfolio in Q1 2021, its #20 holding.
- Kaizen Financial Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 2 quarters since.
- 1,144 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2021.
Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.