Loveless Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Loveless Wealth Management's XLE Position: Q2 2022 in Review
Loveless Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q2 2022, buying an estimated $81.8K and bringing the position to 34,048 shares worth $1.22M. The position accounts for 0.8% of the portfolio, ranked #47.
Loveless Wealth Management first reported a position in XLE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.
- Loveless Wealth Management held 34,048 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q2 2022.
- Loveless Wealth Management bought 2,040 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $81.8K.
- State Street Energy Select Sector SPDR ETF made up 0.8% of Loveless Wealth Management's portfolio in Q2 2022, its #47 holding.
- Loveless Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
- Loveless Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.22M in Q1 2022.
- 1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.
Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.