Center For Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Center For Asset Management’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	-7,270	Closed	-$260K	–	118
2022 Q2	$260K	Buy	7,270 +1,738	+31%	+$69.7K	0.24%	94
2022 Q1	$211K	Sell	5,532 -11,082	-67%	-$384K	0.16%	121
2021 Q4	$461K	Buy	+16,614	New	+$469K	0.34%	57
2021 Q3	–	Sell	-9,618	Closed	-$259K	–	110
2021 Q2	$259K	Sell	9,618 -7,564	-44%	-$197K	0.22%	79
2021 Q1	$421K	Buy	+17,182	New	+$396K	0.4%	48

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

Center For Asset Management's XLE Position: Q3 2022 in Review

Center For Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 7,270 shares — an estimated $260K sold.

Center For Asset Management first reported a position in XLE in Q1 2021 and held it in 5 quarters. The position peaked at $461K in Q4 2021. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Center For Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Center For Asset Management sold 7,270 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $260K.
Center For Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Center For Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $461K in Q4 2021.
1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Center For Asset Management's 13F filing for Q3 2022, filed 21 Oct 2022.