San Luis Wealth 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
2022
Q3
Sell
-7,176
Closed -$257K 85
2022
Q2
$257K Buy
7,176
+6,022
+522% +$242K 0.3% 51
2022
Q1
$32K Buy
+1,154
New +$40K 0.02% 272

Other funds holding XLE

San Luis Wealth Advisors's XLE Position: Q3 2022 in Review

San Luis Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 7,176 shares — an estimated $257K sold.

San Luis Wealth Advisors first reported a position in XLE in Q1 2022 and held it in 2 quarters. The position peaked at $257K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • San Luis Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 7,176 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $257K.
  • San Luis Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • San Luis Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $257K in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on San Luis Wealth Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.