Mattern Wealth Management’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
-9,050
Closed -$324K 163
2022
Q2
$324K Sell
9,050
-550
-6% -$22.1K 0.13% 115
2022
Q1
$367K Buy
+9,600
New +$332K 0.12% 110

Other funds holding XLE

Mattern Wealth Management's XLE Position: Q3 2022 in Review

Mattern Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 9,050 shares — an estimated $324K sold.

Mattern Wealth Management first reported a position in XLE in Q1 2022 and held it in 2 quarters. The position peaked at $367K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Mattern Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 9,050 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $324K.
  • Mattern Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • Mattern Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $367K in Q1 2022.
  • 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Mattern Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.