Southern Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Southern Wealth Management's XLE Position: Q3 2022 in Review
Southern Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 9,680 shares — an estimated $346K sold.
Southern Wealth Management first reported a position in XLE in Q1 2022 and held it in 2 quarters. The position peaked at $423K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.
- Southern Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
- Southern Wealth Management sold 9,680 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $346K.
- Southern Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
- Southern Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $423K in Q1 2022.
- 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.
Based on Southern Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.