Momentum Advisors’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
Q4
$1.92M Buy
43,832
+1,086
+3% +$47.3K 1.94% 11
2022
Q3
$1.54M Buy
42,746
+2,300
+6% +$87K 1.7% 15
2022
Q2
$1.45M Buy
+40,446
New +$1.62M 1.63% 19

Other funds holding XLE

Momentum Advisors's XLE Position: Q4 2022 in Review

Momentum Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q4 2022, buying an estimated $47.3K and bringing the position to 43,832 shares worth $1.92M. The position accounts for 1.94% of the portfolio, ranked #11.

Momentum Advisors first reported a position in XLE in Q2 2022 and has held it in 3 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • Momentum Advisors held 43,832 shares of State Street Energy Select Sector SPDR ETF worth $1.92M as of Q4 2022.
  • Momentum Advisors bought 1,086 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $47.3K.
  • State Street Energy Select Sector SPDR ETF made up 1.94% of Momentum Advisors's portfolio in Q4 2022, its #11 holding.
  • Momentum Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.