AJ Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

AJ Wealth Strategies’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	$30.9M	Buy	761,018 +739,760	+3,480%	+$30.1M	1.49%	21
2023 Q1	$880K	Buy	21,258 +1,258	+6%	+$53.8K	0.05%	136
2022 Q4	$875K	Hold	20,000	–	–	0.05%	141
2022 Q3	$720K	Hold	20,000	–	–	0.04%	152
2022 Q2	$715K	Hold	20,000	–	–	0.04%	155
2022 Q1	$764K	Hold	20,000	–	–	0.04%	160
2021 Q4	$555K	Hold	20,000	–	–	0.03%	189
2021 Q3	$521K	Buy	+20,000	New	+$495K	0.03%	190

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AJ Wealth Strategies's XLE Position: Q2 2023 in Review

AJ Wealth Strategies increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3,480% in Q2 2023, buying an estimated $30.1M and bringing the position to 761,018 shares worth $30.9M. The position accounts for 1.49% of the portfolio, ranked #21.

AJ Wealth Strategies first reported a position in XLE in Q3 2021 and has held it in 8 quarters since. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

AJ Wealth Strategies held 761,018 shares of State Street Energy Select Sector SPDR ETF worth $30.9M as of Q2 2023.
AJ Wealth Strategies bought 739,760 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $30.1M.
State Street Energy Select Sector SPDR ETF made up 1.49% of AJ Wealth Strategies's portfolio in Q2 2023, its #21 holding.
AJ Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 8 quarters since.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.