All Terrain Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

All Terrain Financial 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 Q1	–	Sell	-3,458	Closed	-$151K	–	90
2022 Q4	$151K	Sell	3,458 -1,300	-27%	-$56.6K	0.07%	80
2022 Q3	$171K	Hold	4,758	–	–	0.07%	73
2022 Q2	$170K	Sell	4,758 -11,810	-71%	-$474K	0.07%	77
2022 Q1	$633K	Buy	16,568 +990	+6%	+$34.3K	0.26%	46
2021 Q4	$432K	Sell	15,578 -896	-5%	-$25.3K	0.18%	51
2021 Q3	$429K	Buy	16,474 +2	+0%	+$50	0.19%	53
2021 Q2	$444K	Buy	+16,472	New	+$428K	0.2%	54
2020 Q1	–	Sell	-6,774	Closed	-$203K	–	234
2019 Q4	$203K	Sell	6,774 -1,000	-13%	-$29.7K	0.07%	150
2019 Q3	$230K	Hold	7,774	–	–	0.08%	142
2019 Q2	$248K	Sell	7,774 -158	-2%	-$5.06K	0.08%	129
2019 Q1	$262K	Sell	7,932 -1,918	-19%	-$61.6K	0.09%	132
2018 Q4	$282K	Sell	9,850 -4,660	-32%	-$156K	0.11%	108
2018 Q3	$549K	Buy	14,510 +4	+0%	+$150	0.22%	73
2018 Q2	$551K	Sell	14,506 -1,848	-11%	-$68.7K	0.25%	72
2018 Q1	$551K	Buy	16,354 +2,434	+17%	+$86.1K	0.25%	77
2017 Q4	$503K	Buy	+13,920	New	+$479K	0.23%	78

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

All Terrain Financial Advisors's XLE Position: Q1 2023 in Review

All Terrain Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 3,458 shares — an estimated $151K sold.

All Terrain Financial Advisors first reported a position in XLE in Q4 2017 and held it in 16 quarters. The position peaked at $633K in Q1 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

All Terrain Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
All Terrain Financial Advisors sold 3,458 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $151K.
All Terrain Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 16 quarters.
All Terrain Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $633K in Q1 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on All Terrain Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.