Twelve Points 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
Sell
-36,844
Closed -$1.41M 178
2022
Q1
$1.41M Sell
36,844
-9,526
-21% -$330K 1.05% 17
2021
Q4
$1.29M Buy
+46,370
New +$1.31M 1.04% 20

Other funds holding XLE

Twelve Points Wealth Management's XLE Position: Q2 2022 in Review

Twelve Points Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 36,844 shares — an estimated $1.41M sold.

Twelve Points Wealth Management first reported a position in XLE in Q4 2021 and held it in 2 quarters. The position peaked at $1.41M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Twelve Points Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Twelve Points Wealth Management sold 36,844 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $1.41M.
  • Twelve Points Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Twelve Points Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.41M 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 Twelve Points Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.