Copperleaf Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Copperleaf Capital’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 Q3	–	Sell	-36,540	Closed	-$1.31M	–	76
2022 Q2	$1.31M	Sell	36,540 -812	-2%	-$32.6K	1.32%	27
2022 Q1	$1.43M	Buy	37,352 +92	+0.2%	+$3.19K	1.27%	28
2021 Q4	$1.03M	Buy	37,260 +5,310	+17%	+$150K	0.89%	38
2021 Q3	$832K	Buy	31,950 +7,274	+29%	+$180K	0.8%	38
2021 Q2	$665K	Buy	24,676 +138	+0.6%	+$3.59K	0.65%	42
2021 Q1	$602K	Buy	+24,538	New	+$566K	0.64%	41

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Copperleaf Capital's XLE Position: Q3 2022 in Review

Copperleaf Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 36,540 shares — an estimated $1.31M sold.

Copperleaf Capital first reported a position in XLE in Q1 2021 and held it in 6 quarters. The position peaked at $1.43M in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Copperleaf Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Copperleaf Capital sold 36,540 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $1.31M.
Copperleaf Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
Copperleaf Capital's State Street Energy Select Sector SPDR ETF position peaked at $1.43M in Q1 2022.
1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Copperleaf Capital's 13F filing for Q3 2022, filed 14 Nov 2022.