Capital CS Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital CS 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 Q2	–	Sell	-10,858	Closed	-$415K	–	80
2022 Q1	$415K	Buy	10,858 +556	+5%	+$19.3K	0.36%	34
2021 Q4	$286K	Buy	+10,302	New	+$291K	0.22%	61

Other funds holding XLE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Capital CS Group's XLE Position: Q2 2022 in Review

Capital CS Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 10,858 shares — an estimated $415K sold.

Capital CS Group first reported a position in XLE in Q4 2021 and held it in 2 quarters. The position peaked at $415K in Q1 2022. 1,591 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Capital CS Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Capital CS Group sold 10,858 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $415K.
Capital CS Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Capital CS Group's State Street Energy Select Sector SPDR ETF position peaked at $415K in Q1 2022.
1,591 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Capital CS Group's 13F filing for Q2 2022, filed 19 Jul 2022.