Samalin Investment Counsel’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
-5,856
Closed -$256K 274
2022
Q4
$256K Buy
+5,856
New +$255K 0.16% 178
2020
Q1
Sell
-282
Closed -$8K 516
2019
Q4
$8K Buy
+282
New +$8.36K 0.01% 452

Other funds holding XLE

Samalin Investment Counsel's XLE Position: Q1 2023 in Review

Samalin Investment Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 5,856 shares — an estimated $256K sold.

Samalin Investment Counsel first reported a position in XLE in Q4 2019 and held it in 2 quarters. The position peaked at $256K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Samalin Investment Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 5,856 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $256K.
  • Samalin Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Samalin Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $256K 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 Samalin Investment Counsel's 13F filing for Q1 2023, filed 9 May 2023.