Surevest’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Surevest's XLE Position: Q3 2022 in Review
Surevest held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2022 at 810 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #218.
Surevest first reported a position in XLE in Q4 2021 and has held it in 4 quarters since. The position peaked at $31K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.
- Surevest held 810 shares of State Street Energy Select Sector SPDR ETF worth $29K as of Q3 2022.
- Surevest left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2022.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #218 holding.
- Surevest first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
- Surevest's State Street Energy Select Sector SPDR ETF position peaked at $31K 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 Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.