Asset Planning Services Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Asset Planning Services Inc’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 Q1	–	Sell	-50,000	Closed	-$1.39M	–	46
2021 Q4	$1.39M	Hold	50,000	–	–	0.75%	31
2021 Q3	$1.3M	Buy	50,000 +10,000	+25%	+$248K	0.77%	30
2021 Q2	$1.08M	Buy	40,000 +1,300	+3%	+$33.8K	0.62%	30
2021 Q1	$949K	Buy	38,700 +25,274	+188%	+$583K	0.57%	31
2020 Q4	$254K	Buy	+13,426	New	+$231K	0.16%	38

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Asset Planning Services Inc's XLE Position: Q1 2022 in Review

Asset Planning Services Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 50,000 shares — an estimated $1.39M sold.

Asset Planning Services Inc first reported a position in XLE in Q4 2020 and held it in 5 quarters. The position peaked at $1.39M in Q4 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Asset Planning Services Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Asset Planning Services Inc sold 50,000 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $1.39M.
Asset Planning Services Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Asset Planning Services Inc's State Street Energy Select Sector SPDR ETF position peaked at $1.39M in Q4 2021.
1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Asset Planning Services Inc's 13F filing for Q1 2022, filed 22 Apr 2022.