Arrow Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arrow Investment 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 Q2	–	Sell	-203,258	Closed	-$8.42M	–	87
2023 Q1	$8.42M	Sell	203,258 -14,576	-7%	-$623K	6.15%	3
2022 Q4	$9.53M	Sell	217,834 -15,776	-7%	-$687K	6.7%	4
2022 Q3	$8.41M	Buy	233,610 +52,260	+29%	+$1.98M	6.5%	3
2022 Q2	$6.48M	Buy	181,350 +34,268	+23%	+$1.37M	5.18%	5
2022 Q1	$5.62M	Buy	+147,082	New	+$5.09M	4.17%	6

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

Arrow Investment Advisors's XLE Position: Q2 2023 in Review

Arrow Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 203,258 shares — an estimated $8.42M sold.

Arrow Investment Advisors first reported a position in XLE in Q1 2022 and held it in 5 quarters. The position peaked at $9.53M in Q4 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Arrow Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Arrow Investment Advisors sold 203,258 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $8.42M.
Arrow Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Arrow Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.53M in Q4 2022.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Arrow Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.