Marks Wealth’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
Q2
Sell
-272,792
Closed -$10.4M 35
2022
Q1
$10.4M Sell
272,792
-430,240
-61% -$14.9M 3.18% 11
2021
Q4
$19.5M Buy
703,032
+323,378
+85% +$9.14M 6.1% 9
2021
Q3
$9.89M Buy
+379,654
New +$9.41M 3.23% 12

Other funds holding XLE

Marks Wealth's XLE Position: Q2 2022 in Review

Marks Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 272,792 shares — an estimated $10.4M sold.

Marks Wealth first reported a position in XLE in Q3 2021 and held it in 3 quarters. The position peaked at $19.5M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Marks Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Marks Wealth sold 272,792 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $10.4M.
  • Marks Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
  • Marks Wealth's State Street Energy Select Sector SPDR ETF position peaked at $19.5M in Q4 2021.
  • 1,591 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.