Shore Point 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
Q1
Sell
-402
Closed -$11K 196
2021
Q4
$11K Buy
+402
New +$11.4K 0.01% 122

Other funds holding XLE

Shore Point Advisors's XLE Position: Q1 2022 in Review

Shore Point Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 402 shares — an estimated $11K sold.

Shore Point Advisors first reported a position in XLE in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

  • Shore Point Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 402 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $11K.
  • Shore Point Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's State Street Energy Select Sector SPDR ETF position peaked at $11K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.