Claraphi Advisory Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Claraphi Advisory Network’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	$6.14M	Buy	140,376 +130,086	+1,264%	+$5.66M	2.44%	4
2022 Q3	$371K	Sell	10,290 -11,558	-53%	-$437K	0.2%	125
2022 Q2	$781K	Buy	21,848 +10,206	+88%	+$409K	0.27%	84
2022 Q1	$445K	Buy	+11,642	New	+$403K	0.13%	158
2020 Q2	–	Sell	-7,162	Closed	-$104K	–	1204
2020 Q1	$104K	Sell	7,162 -182	-2%	-$4.32K	0.05%	324
2019 Q4	$220K	Buy	7,344 +4	+0.1%	+$119	0.13%	171
2019 Q3	$217K	Buy	7,340 +102	+1%	+$3.08K	0.13%	179
2019 Q2	$231K	Sell	7,238 -698	-9%	-$22.3K	0.14%	195
2019 Q1	$262K	Buy	7,936 +2	+0%	+$64	0.16%	157
2018 Q4	$228K	Sell	7,934 -12	-0.2%	-$402	0.17%	161
2018 Q3	$301K	Sell	7,946 -1,330	-14%	-$49.9K	0.17%	163
2018 Q2	$352K	Buy	9,276 +2	+0%	+$74	0.23%	127
2018 Q1	$313K	Buy	9,274 +64	+0.7%	+$2.27K	0.22%	136
2017 Q4	$333K	Buy	+9,210	New	+$317K	0.26%	117

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

Claraphi Advisory Network's XLE Position: Q4 2022 in Review

Claraphi Advisory Network increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,264% in Q4 2022, buying an estimated $5.66M and bringing the position to 140,376 shares worth $6.14M. The position accounts for 2.44% of the portfolio, ranked #4.

Claraphi Advisory Network first reported a position in XLE in Q4 2017 and has held it in 14 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Claraphi Advisory Network held 140,376 shares of State Street Energy Select Sector SPDR ETF worth $6.14M as of Q4 2022.
Claraphi Advisory Network bought 130,086 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $5.66M.
State Street Energy Select Sector SPDR ETF made up 2.44% of Claraphi Advisory Network's portfolio in Q4 2022, its #4 holding.
Claraphi Advisory Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 14 quarters since.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.