Kinloch Capital’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
-8,852
Closed -$317K 73
2022
Q2
$317K Buy
+8,852
New +$355K 0.2% 57
2021
Q1
Sell
-44
Closed -$1K 212
2020
Q4
$1K Buy
+44
New +$758 ﹤0.01% 218

Other funds holding XLE

Kinloch Capital's XLE Position: Q3 2022 in Review

Kinloch Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 8,852 shares — an estimated $317K sold.

Kinloch Capital first reported a position in XLE in Q4 2020 and held it in 2 quarters. The position peaked at $317K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Kinloch Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Kinloch Capital sold 8,852 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $317K.
  • Kinloch Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Kinloch Capital's State Street Energy Select Sector SPDR ETF position peaked at $317K 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 Kinloch Capital's 13F filing for Q3 2022, filed 14 Nov 2022.