Baron Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-22	Closed	-$787	–	202
2022 Q2	$787	Sell	22 -178	-89%	-$7.14K	﹤0.01%	198
2022 Q1	$7.64K	Buy	+200	New	+$6.93K	﹤0.01%	171
2020 Q4	–	Sell	-290	Closed	-$4.34K	–	274
2020 Q3	$4.34K	Buy	+290	New	+$5.15K	﹤0.01%	212

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Financial Group's XLE Position: Q3 2022 in Review

Baron Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 22 shares — an estimated $787 sold.

Baron Financial Group first reported a position in XLE in Q3 2020 and held it in 3 quarters. The position peaked at $7.64K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Baron Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 22 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $787.
Baron Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Baron Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $7.64K in Q1 2022.
1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.