Advocacy Wealth Management Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advocacy Wealth Management Services’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	-508	Closed	-$21K	–	139
2022 Q3	$21K	Sell	508 -15,200	-97%	-$575K	﹤0.01%	83
2022 Q2	$562K	Sell	15,708 -1,616	-9%	-$64.8K	0.09%	30
2022 Q1	$667K	Sell	17,324 -172,560	-91%	-$5.98M	0.12%	27
2021 Q4	$5.27M	Buy	189,884 +30,566	+19%	+$864K	0.88%	13
2021 Q3	$4.15M	Buy	159,318 +9,472	+6%	+$235K	0.75%	13
2021 Q2	$4.04M	Sell	149,846 -12,386	-8%	-$322K	0.75%	18
2021 Q1	$4.08M	Buy	+162,232	New	+$3.74M	0.81%	24
2020 Q1	–	Sell	-342	Closed	-$10K	–	144
2019 Q4	$10K	Sell	342 -16	-4%	-$474	﹤0.01%	125
2019 Q3	$11K	Hold	358	–	–	0.01%	124
2019 Q2	$11K	Hold	358	–	–	0.01%	127
2019 Q1	$12K	Hold	358	–	–	0.01%	102
2018 Q4	$10K	Buy	+358	New	+$12K	0.01%	119

Other funds holding XLE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advocacy Wealth Management Services's XLE Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 508 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in XLE in Q4 2018 and held it in 12 quarters. The position peaked at $5.27M in Q4 2021. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 508 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $21K.
Advocacy Wealth Management Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Advocacy Wealth Management Services's State Street Energy Select Sector SPDR ETF position peaked at $5.27M in Q4 2021.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.