Polaris Wealth Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
WA
SF
Polaris Wealth Advisory Group's XLE Position: Q2 2021 in Review
Polaris Wealth Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 30,406 shares — an estimated $733K sold.
Polaris Wealth Advisory Group first reported a position in XLE in Q1 2018 and held it in 4 quarters. The position peaked at $12.5M in Q3 2018. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.
- Polaris Wealth Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
- Polaris Wealth Advisory Group sold 30,406 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $733K.
- Polaris Wealth Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
- Polaris Wealth Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $12.5M in Q3 2018.
- 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.
Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.