Accuvest Global Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Accuvest Global Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,546	Closed	-$313K	–	150
2023 Q1	$313K	Sell	7,546 -96,474	-93%	-$4.12M	0.14%	101
2022 Q4	$4.55M	Buy	104,020 +36,478	+54%	+$1.59M	1.51%	18
2022 Q3	$2.43M	Buy	67,542 +64	+0.1%	+$2.42K	1.66%	16
2022 Q2	$2.41M	Sell	67,478 -11,936	-15%	-$479K	1.55%	20
2022 Q1	$3.04M	Buy	+79,414	New	+$2.75M	1.52%	25
2021 Q3	–	Sell	-208,436	Closed	-$5.61M	–	130
2021 Q2	$5.61M	Sell	208,436 -37,310	-15%	-$970K	2.82%	11
2021 Q1	$6.03M	Buy	+245,746	New	+$5.67M	3.23%	4
2015 Q1	–	Sell	-24,000	Closed	-$950K	–	90
2014 Q4	$950K	Buy	+24,000	New	+$998K	0.2%	57

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accuvest Global Advisors's XLE Position: Q2 2023 in Review

Accuvest Global Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 7,546 shares — an estimated $313K sold.

Accuvest Global Advisors first reported a position in XLE in Q4 2014 and held it in 8 quarters. The position peaked at $6.03M in Q1 2021. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Accuvest Global Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Accuvest Global Advisors sold 7,546 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $313K.
Accuvest Global Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
Accuvest Global Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.03M in Q1 2021.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.