MD Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
CI
PP
MD Financial Management's XLE Position: Q4 2021 in Review
MD Financial Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 63% in Q4 2021, selling an estimated $19.8M and leaving 420,678 shares worth $11.7M. The position accounts for 0.28% of the portfolio, ranked #51.
MD Financial Management first reported a position in XLE in Q2 2021 and has held it in 3 quarters since. The position peaked at $29.3M in Q3 2021. 1,381 funds tracked by Wall St. Rank hold XLE as of Q4 2021.
- MD Financial Management held 420,678 shares of State Street Energy Select Sector SPDR ETF worth $11.7M as of Q4 2021.
- MD Financial Management sold 702,474 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $19.8M.
- State Street Energy Select Sector SPDR ETF made up 0.28% of MD Financial Management's portfolio in Q4 2021, its #51 holding.
- MD Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
- MD Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $29.3M in Q3 2021.
- 1,381 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.
Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.