Perennial 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
2021
Q3
Sell
-50
Closed -$1K 281
2021
Q2
$1K Hold
50
﹤0.01% 296
2021
Q1
$1K Buy
+50
New +$1.15K ﹤0.01% 293

Other funds holding XLE

Perennial Advisors's XLE Position: Q3 2021 in Review

Perennial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

Perennial Advisors first reported a position in XLE in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

  • Perennial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 50 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $1K.
  • Perennial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Perennial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1K in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.