Shelton 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
2022
Q2
Sell
-23,230
Closed -$888K 73
2022
Q1
$888K Buy
+23,230
New +$805K 0.7% 24

Other funds holding XLE

Shelton Wealth Management's XLE Position: Q2 2022 in Review

Shelton Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 23,230 shares — an estimated $888K sold.

Shelton Wealth Management first reported a position in XLE in Q1 2022 and held it in 1 quarter. The position peaked at $888K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Shelton Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Shelton Wealth Management sold 23,230 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $888K.
  • Shelton Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Shelton Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $888K in Q1 2022.
  • 1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Shelton Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.