Minot 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
Q2
$1.59M Buy
44,554
+418
+0.9% +$16.8K 0.41% 57
2022
Q1
$1.69M Buy
44,136
+19,048
+76% +$660K 0.36% 61
2021
Q4
$696K Hold
25,088
0.13% 107
2021
Q3
$653K Hold
25,088
0.14% 107
2021
Q2
$657K Buy
+25,088
New +$652K 0.14% 108

Other funds holding XLE

Minot Wealth Management's XLE Position: Q2 2022 in Review

Minot Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.95% in Q2 2022, buying an estimated $16.8K and bringing the position to 44,554 shares worth $1.59M. The position accounts for 0.41% of the portfolio, ranked #57.

Minot Wealth Management first reported a position in XLE in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.69M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Minot Wealth Management held 44,554 shares of State Street Energy Select Sector SPDR ETF worth $1.59M as of Q2 2022.
  • Minot Wealth Management bought 418 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $16.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.41% of Minot Wealth Management's portfolio in Q2 2022, its #57 holding.
  • Minot Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
  • Minot Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.69M 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 Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.