Quaker 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
2021
Q4
Sell
-10,276
Closed -$268K 61
2021
Q3
$268K Buy
+10,276
New +$255K 0.31% 20

Other funds holding XLE

Quaker Wealth Management's XLE Position: Q4 2021 in Review

Quaker Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 10,276 shares — an estimated $268K sold.

Quaker Wealth Management first reported a position in XLE in Q3 2021 and held it in 1 quarter. The position peaked at $268K in Q3 2021. 1,383 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

  • Quaker Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Quaker Wealth Management sold 10,276 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $268K.
  • Quaker Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Quaker Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $268K in Q3 2021.
  • 1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Quaker Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.