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

Align Wealth Management’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	$24.8K	Buy	+690	New	+$30K	0.02%	101

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Align Wealth Management's XLE Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022: 690 shares worth $24.8K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings.

1,723 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Align Wealth Management held 690 shares of State Street Energy Select Sector SPDR ETF worth $24.8K as of Q4 2022.
State Street Energy Select Sector SPDR ETF was a new Align Wealth Management position in Q4 2022.
State Street Energy Select Sector SPDR ETF made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #101 holding.
1,723 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.