Prosperity Wealth Management’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
2023
Q1
Sell
-5,200
Closed -$227K 165
2022
Q4
$227K Buy
+5,200
New +$226K 0.21% 99

Other funds holding XLE

Prosperity Wealth Management's XLE Position: Q1 2023 in Review

Prosperity Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 5,200 shares — an estimated $227K sold.

Prosperity Wealth Management first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Prosperity Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 5,200 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $227K.
  • Prosperity Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Prosperity Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $227K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Prosperity Wealth Management's 13F filing for Q1 2023, filed 12 Sep 2023.