MPS Loria Financial Planners’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
2021
Q2
Sell
-200
Closed -$4K 570
2021
Q1
$4K Hold
200
﹤0.01% 379
2020
Q4
$4K Buy
+200
New +$3.45K ﹤0.01% 399

Other funds holding XLE

MPS Loria Financial Planners's XLE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 200 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in XLE in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's State Street Energy Select Sector SPDR ETF position peaked at $4K in Q1 2021.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.