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Advanced Research Investment Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-622
Closed -$22K – 157
2022
Q3 		$22K Hold
622
– – 0.01% 107
2022
Q2 		$22K Sell
622
-570
-48% -$22.9K 0.01% 60
2022
Q1 		$46K Buy
+1,192
New +$41.3K 0.02% 75

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advanced Research Investment Solutions's XLE Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 622 shares — an estimated $22K sold.

Advanced Research Investment Solutions first reported a position in XLE in Q1 2022 and held it in 3 quarters. The position peaked at $46K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 622 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $22K.
  • Advanced Research Investment Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's State Street Energy Select Sector SPDR ETF position peaked at $46K in Q1 2022.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.