Corbenic Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Corbenic Partners’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 Q2	$94K	Buy	2,622 +2,522	+2,522%	+$101K	0.02%	56
2022 Q1	$4K	Buy	+100	New	+$3.46K	﹤0.01%	192
2020 Q1	–	Sell	-1,236	Closed	-$38K	–	218
2019 Q4	$38K	Buy	+1,236	New	+$36.7K	0.03%	74
2017 Q4	$4.68M	Buy	129,666 +528	+0.4%	+$18.2K	5.89%	4
2017 Q3	$4.42M	Buy	129,138 +59,438	+85%	+$1.93M	5.83%	4
2017 Q2	$2.26M	Buy	69,700 +68,556	+5,993%	+$2.3M	3.14%	12
2017 Q1	$40K	Sell	1,144 -828	-42%	-$29.9K	0.05%	78
2016 Q4	$74K	Buy	1,972 +4	+0.2%	+$145	0.08%	54
2016 Q3	$69K	Buy	1,968 +4	+0.2%	+$137	0.07%	58
2016 Q2	$67K	Buy	1,964 +6	+0.3%	+$198	0.07%	58
2016 Q1	$61K	Buy	1,958 +1,476	+306%	+$42.8K	0.06%	54
2015 Q4	$15K	Sell	482 -600	-55%	-$19.7K	0.01%	117
2015 Q3	$33K	Buy	1,082 +600	+124%	+$20.2K	0.03%	72
2015 Q2	$18K	Hold	482	–	–	0.02%	85
2015 Q1	$19K	Hold	482	–	–	0.02%	92
2014 Q4	$19K	Buy	+482	New	+$20K	0.01%	93

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

Corbenic Partners's XLE Position: Q2 2022 in Review

Corbenic Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2,522% in Q2 2022, buying an estimated $101K and bringing the position to 2,622 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #56.

Corbenic Partners first reported a position in XLE in Q4 2014 and has held it in 16 quarters since. The position peaked at $4.68M in Q4 2017. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Corbenic Partners held 2,622 shares of State Street Energy Select Sector SPDR ETF worth $94K as of Q2 2022.
Corbenic Partners bought 2,522 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $101K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Corbenic Partners's portfolio in Q2 2022, its #56 holding.
Corbenic Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 16 quarters since.
Corbenic Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.68M in Q4 2017.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.