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Corbett Road Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Corbett Road Capital Management’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 		$298K Sell
8,342
-2,706
-24% -$109K 0.51% 78
2022
Q1 		$422K Buy
+11,048
New +$383K 0.54% 57
2021
Q4 		– Sell
-8,088
Closed -$211K – 101
2021
Q3 		$211K Sell
8,088
-1,616
-17% -$40K 0.37% 97
2021
Q2 		$261K Buy
+9,704
New +$252K 0.46% 96
2020
Q4 		– Sell
-1,314
Closed -$20K – 131
2020
Q3 		$20K Sell
1,314
-17,746
-93% -$315K 0.02% 118
2020
Q2 		$360K Buy
+19,060
New +$354K 0.35% 69
2020
Q1 		– Sell
-13,462
Closed -$404K – 123
2019
Q4 		$404K Buy
+13,462
New +$399K 0.4% 61

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return