Seven Springs Wealth Group’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
Q2
Sell
-3,750
Closed -$92K 143
2021
Q1
$92K Sell
3,750
-170
-4% -$3.92K 0.04% 69
2020
Q4
$74K Sell
3,920
-2,578
-40% -$44.4K 0.04% 71
2020
Q3
$97K Buy
6,498
+132
+2% +$2.34K 0.06% 66
2020
Q2
$120K Sell
6,366
-162
-2% -$3.01K 0.08% 57
2020
Q1
$95K Buy
+6,528
New +$155K 0.07% 65

Other funds holding XLE

Seven Springs Wealth Group's XLE Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 3,750 shares — an estimated $92K sold.

Seven Springs Wealth Group first reported a position in XLE in Q1 2020 and held it in 5 quarters. The position peaked at $120K in Q2 2020. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,750 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $92K.
  • Seven Springs Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
  • Seven Springs Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $120K in Q2 2020.
  • 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.