Scissortail 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
-14,518
Closed -$655K 123
2022
Q4
$655K Sell
14,518
-1,222
-8% -$53.2K 0.38% 56
2022
Q3
$698K Buy
+15,740
New +$595K 0.36% 49
2022
Q2
Sell
-17,332
Closed -$688K 145
2022
Q1
$688K Buy
+17,332
New +$600K 0.34% 53

Other funds holding XLE

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

Scissortail Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 14,518 shares — an estimated $655K sold.

Scissortail Wealth Management first reported a position in XLE in Q1 2022 and held it in 3 quarters. The position peaked at $698K in Q3 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Scissortail Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Scissortail Wealth Management sold 14,518 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $655K.
  • Scissortail Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Scissortail Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $698K in Q3 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Scissortail Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.