Clear Perspectives Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clear Perspectives Financial Planning’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	$118K	Sell	2,840 -15,050	-84%	-$643K	0.07%	51
2022 Q4	$782K	Buy	17,890 +2,800	+19%	+$122K	0.42%	32
2022 Q3	$543K	Buy	15,090 +9,540	+172%	+$361K	0.27%	34
2022 Q2	$198K	Buy	+5,550	New	+$223K	0.08%	53
2021 Q3	–	Sell	-1,400	Closed	-$38K	–	229
2021 Q2	$38K	Buy	+1,400	New	+$36.4K	0.02%	108

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Clear Perspectives Financial Planning's XLE Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 84% in Q1 2023, selling an estimated $643K and leaving 2,840 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #51.

Clear Perspectives Financial Planning first reported a position in XLE in Q2 2021 and has held it in 5 quarters since. The position peaked at $782K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Clear Perspectives Financial Planning held 2,840 shares of State Street Energy Select Sector SPDR ETF worth $118K as of Q1 2023.
Clear Perspectives Financial Planning sold 15,050 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $643K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #51 holding.
Clear Perspectives Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
Clear Perspectives Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $782K 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 Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.