Smith Salley 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
2021
Q4
Sell
-8,338
Closed -$217K 263
2021
Q3
$217K Buy
+8,338
New +$207K 0.02% 235

Other funds holding XLE

Smith Salley Wealth Management's XLE Position: Q4 2021 in Review

Smith Salley Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 8,338 shares — an estimated $217K sold.

Smith Salley Wealth Management first reported a position in XLE in Q3 2021 and held it in 1 quarter. The position peaked at $217K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

  • Smith Salley Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,338 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $217K.
  • Smith Salley Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $217K in Q3 2021.
  • 1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Smith Salley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.