Beirne Wealth Consulting Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beirne Wealth Consulting Services’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 Q4	–	Sell	-7,196	Closed	-$259K	–	121
2022 Q3	$259K	Buy	7,196 +46	+0.6%	+$1.74K	0.1%	82
2022 Q2	$256K	Buy	7,150 +46	+0.6%	+$1.85K	0.17%	77
2022 Q1	$271K	Buy	+7,104	New	+$246K	0.15%	75

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Beirne Wealth Consulting Services's XLE Position: Q4 2022 in Review

Beirne Wealth Consulting Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 7,196 shares — an estimated $259K sold.

Beirne Wealth Consulting Services first reported a position in XLE in Q1 2022 and held it in 3 quarters. The position peaked at $271K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Beirne Wealth Consulting Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Beirne Wealth Consulting Services sold 7,196 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $259K.
Beirne Wealth Consulting Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
Beirne Wealth Consulting Services's State Street Energy Select Sector SPDR ETF position peaked at $271K in Q1 2022.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2022, filed 8 Feb 2023.