Titus 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
$532K Sell
14,882
-78
-0.5% -$3.13K 0.27% 65
2022
Q1
$572K Buy
14,960
+210
+1% +$7.27K 0.26% 68
2021
Q4
$409K Sell
14,750
-1,620
-10% -$45.8K 0.18% 87
2021
Q3
$425K Buy
16,370
+2,830
+21% +$70.1K 0.22% 75
2021
Q2
$365K Buy
+13,540
New +$352K 0.2% 88
2020
Q2
Sell
-16,204
Closed -$235K 115
2020
Q1
$235K Buy
+16,204
New +$384K 0.22% 82

Other funds holding XLE

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

Titus Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.52% in Q2 2022, selling an estimated $3.13K and leaving 14,882 shares worth $532K. The position accounts for 0.27% of the portfolio, ranked #65.

Titus Wealth Management first reported a position in XLE in Q1 2020 and has held it in 6 quarters since. The position peaked at $572K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Titus Wealth Management held 14,882 shares of State Street Energy Select Sector SPDR ETF worth $532K as of Q2 2022.
  • Titus Wealth Management sold 78 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $3.13K.
  • State Street Energy Select Sector SPDR ETF made up 0.27% of Titus Wealth Management's portfolio in Q2 2022, its #65 holding.
  • Titus Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 6 quarters since.
  • Titus Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $572K 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 Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.