Western Financial Corp’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
-6,156
Closed -$235K 110
2022
Q1
$235K Buy
+6,156
New +$213K 0.14% 88

Other funds holding XLE

Western Financial Corp's XLE Position: Q2 2022 in Review

Western Financial Corp sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 6,156 shares — an estimated $235K sold.

Western Financial Corp first reported a position in XLE in Q1 2022 and held it in 1 quarter. The position peaked at $235K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

  • Western Financial Corp reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Western Financial Corp sold 6,156 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $235K.
  • Western Financial Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Western Financial Corp's State Street Energy Select Sector SPDR ETF position peaked at $235K 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 Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.