Clearview Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-4,820	Closed	-$196K	–	655
2023 Q2	$196K	Buy	4,820 +54	+1%	+$2.2K	0.2%	113
2023 Q1	$197K	Sell	4,766 -1,236	-21%	-$52.8K	0.2%	118
2022 Q4	$263K	Sell	6,002 -486	-7%	-$21.2K	0.2%	85
2022 Q3	$234K	Sell	6,488 -16,572	-72%	-$627K	0.19%	76
2022 Q2	$825K	Sell	23,060 -23,208	-50%	-$931K	0.62%	28
2022 Q1	$1.77M	Sell	46,268 -4,974	-10%	-$172K	1.16%	17
2021 Q4	$1.42M	Buy	51,242 +1,332	+3%	+$37.6K	0.87%	25
2021 Q3	$1.3M	Sell	49,910 -2,556	-5%	-$63.3K	0.82%	27
2021 Q2	$1.41M	Buy	52,466 +8,976	+21%	+$233K	0.87%	23
2021 Q1	$1.07M	Buy	+43,490	New	+$1M	0.69%	35

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clearview Wealth Advisors's XLE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 4,820 shares — an estimated $196K sold.

Clearview Wealth Advisors first reported a position in XLE in Q1 2021 and held it in 10 quarters. The position peaked at $1.77M in Q1 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 4,820 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $196K.
Clearview Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.77M in Q1 2022.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.