Vericrest Private Wealth’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
$660K Hold
18,448
0.81% 28
2022
Q1
$705K Hold
18,448
0.73% 30
2021
Q4
$512K Buy
+18,448
New +$521K 0.47% 33

Other funds holding XLE

Vericrest Private Wealth's XLE Position: Q2 2022 in Review

Vericrest Private Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2022 at 18,448 shares worth $660K. The position accounts for 0.81% of the portfolio, ranked #28.

Vericrest Private Wealth first reported a position in XLE in Q4 2021 and has held it in 3 quarters since. The position peaked at $705K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Vericrest Private Wealth held 18,448 shares of State Street Energy Select Sector SPDR ETF worth $660K as of Q2 2022.
  • Vericrest Private Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2022.
  • State Street Energy Select Sector SPDR ETF made up 0.81% of Vericrest Private Wealth's portfolio in Q2 2022, its #28 holding.
  • Vericrest Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $705K 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 Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.