Clark Financial Services Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clark Financial Services 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
2023 Q4	–	Sell	-27,970	Closed	-$1.26M	–	62
2023 Q3	$1.26M	Buy	+27,970	New	+$1.22M	1.73%	10
2022 Q4	–	Sell	-29,888	Closed	-$1.08M	–	65
2022 Q3	$1.08M	Buy	+29,888	New	+$1.13M	1.13%	16
2021 Q3	–	Sell	-61,790	Closed	-$1.66M	–	65
2021 Q2	$1.66M	Buy	61,790 +888	+1%	+$23.1K	1.31%	17
2021 Q1	$1.49M	Buy	+60,902	New	+$1.4M	1.26%	20
2020 Q2	$1.04M	Buy	+29,094	New	+$541K	1.61%	12

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clark Financial Services Group's XLE Position: Q4 2023 in Review

Clark Financial Services Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 27,970 shares — an estimated $1.26M sold.

Clark Financial Services Group first reported a position in XLE in Q2 2020 and held it in 5 quarters. The position peaked at $1.66M in Q2 2021. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Clark Financial Services Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Clark Financial Services Group sold 27,970 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $1.26M.
Clark Financial Services Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 5 quarters.
Clark Financial Services Group's State Street Energy Select Sector SPDR ETF position peaked at $1.66M in Q2 2021.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Clark Financial Services Group's 13F filing for Q4 2023, filed 15 Feb 2024.