Aviance Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aviance Capital Partners’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	-32,644	Closed	-$906K	–	266
2021 Q4	$906K	Sell	32,644 -20,552	-39%	-$581K	0.15%	147
2021 Q3	$1.39M	Sell	53,196 -19,994	-27%	-$495K	0.24%	116
2021 Q2	$1.97M	Sell	73,190 -60	-0.1%	-$1.56K	0.34%	68
2021 Q1	$1.8M	Buy	+73,250	New	+$1.69M	0.35%	70
2015 Q1	–	Sell	-15,990	Closed	-$633K	–	236
2014 Q4	$633K	Buy	+15,990	New	+$665K	0.24%	129
2014 Q3	–	Sell	-4,360	Closed	-$218K	–	241
2014 Q2	$218K	Buy	+4,360	New	+$206K	0.09%	206

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Aviance Capital Partners's XLE Position: Q1 2022 in Review

Aviance Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 32,644 shares — an estimated $906K sold.

Aviance Capital Partners first reported a position in XLE in Q2 2014 and held it in 6 quarters. The position peaked at $1.97M in Q2 2021. 1,543 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Aviance Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Aviance Capital Partners sold 32,644 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $906K.
Aviance Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 6 quarters.
Aviance Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q2 2021.
1,543 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Aviance Capital Partners's 13F filing for Q1 2022, filed 6 May 2022.