Danda Trouve Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Danda Trouve Investment 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	–	Sell	-2,590	Closed	-$99K	–	120
2022 Q1	$99K	Buy	+2,590	New	+$89.7K	0.12%	37
2021 Q4	–	Sell	-70,418	Closed	-$1.83M	–	169
2021 Q3	$1.83M	Sell	70,418 -778	-1%	-$19.3K	2.21%	17
2021 Q2	$1.92M	Sell	71,196 -156	-0.2%	-$4.06K	2.28%	18
2021 Q1	$1.75M	Buy	71,352 +382	+0.5%	+$8.81K	2.15%	19
2020 Q4	$1.34M	Buy	70,970 +63,086	+800%	+$1.09M	1.64%	22
2020 Q3	$118K	Sell	7,884 -782	-9%	-$13.9K	0.16%	41
2020 Q2	$164K	Sell	8,666 -26	-0.3%	-$483	0.25%	36
2020 Q1	$126K	Buy	8,692 +2,976	+52%	+$70.6K	0.26%	32
2019 Q4	$172K	Buy	+5,716	New	+$170K	0.25%	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

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 $303B AUM 53.02% 1-Year Est. Return

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

Danda Trouve Investment Management's XLE Position: Q2 2022 in Review

Danda Trouve Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 2,590 shares — an estimated $99K sold.

Danda Trouve Investment Management first reported a position in XLE in Q4 2019 and held it in 9 quarters. The position peaked at $1.92M in Q2 2021. 1,591 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Danda Trouve Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 2,590 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $99K.
Danda Trouve Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Danda Trouve Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $1.92M in Q2 2021.
1,591 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Danda Trouve Investment Management's 13F filing for Q2 2022, filed 12 Jul 2022.