Clear Perspective Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$2.45M	Buy	88,244 +8,396	+11%	+$237K	0.74%	25
2021 Q3	$2.08M	Sell	79,848 -16,736	-17%	-$415K	0.71%	25
2021 Q2	$2.6M	Buy	96,584 +22,172	+30%	+$577K	0.9%	23
2021 Q1	$1.82M	Buy	74,412 +25,770	+53%	+$594K	0.71%	28
2020 Q4	$922K	Buy	48,642 +22,346	+85%	+$385K	0.38%	49
2020 Q3	$264	Sell	26,296 -4,908	-16%	-$87.1K	0.12%	117
2020 Q2	$591K	Buy	+31,204	New	+$580K	0.32%	55
2018 Q3	–	Sell	-3,518	Closed	-$134K	–	448
2018 Q2	$134K	Buy	3,518 +2,664	+312%	+$99K	0.09%	169
2018 Q1	$29K	Buy	854 +48	+6%	+$1.7K	0.02%	279
2017 Q4	$29K	Buy	806 +292	+57%	+$10.1K	0.02%	266
2017 Q3	$18K	Buy	+514	New	+$16.7K	0.01%	299
2017 Q2	–	Sell	-1,188	Closed	-$42K	–	487
2017 Q1	$42K	Sell	1,188 -3,154	-73%	-$114K	0.03%	222
2016 Q4	$164K	Buy	+4,342	New	+$157K	0.11%	136

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Clear Perspective Advisors's XLE Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q4 2021, buying an estimated $237K and bringing the position to 88,244 shares worth $2.45M. The position accounts for 0.74% of the portfolio, ranked #25.

Clear Perspective Advisors first reported a position in XLE in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.6M in Q2 2021. 1,383 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Clear Perspective Advisors held 88,244 shares of State Street Energy Select Sector SPDR ETF worth $2.45M as of Q4 2021.
Clear Perspective Advisors bought 8,396 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $237K.
State Street Energy Select Sector SPDR ETF made up 0.74% of Clear Perspective Advisors's portfolio in Q4 2021, its #25 holding.
Clear Perspective Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 13 quarters since.
Clear Perspective Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.6M in Q2 2021.
1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.