Novak Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
WA
SF
Novak Financial Planning's XLE Position: Q2 2021 in Review
Novak Financial Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2021, selling an estimated $10.8K and leaving 13,654 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #96.
Novak Financial Planning first reported a position in XLE in Q4 2020 and has held it in 3 quarters since. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.
- Novak Financial Planning held 13,654 shares of State Street Energy Select Sector SPDR ETF worth $368K as of Q2 2021.
- Novak Financial Planning sold 416 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $10.8K.
- State Street Energy Select Sector SPDR ETF made up 0.18% of Novak Financial Planning's portfolio in Q2 2021, its #96 holding.
- Novak Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
- 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.
Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.