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Chartwell Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Chartwell Investment 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
2023
Q1 		– Sell
-4,728
Closed -$207K – 435
2022
Q4 		$207K Buy
+4,728
New +$206K 0.01% 403

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Chartwell Investment Partners's XLE Position: Q1 2023 in Review

Chartwell Investment Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 4,728 shares — an estimated $207K sold.

Chartwell Investment Partners first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Chartwell Investment Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 4,728 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $207K.
  • Chartwell Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Chartwell Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $207K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Chartwell Investment Partners's 13F filing for Q1 2023, filed 14 Apr 2023.