DB Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

DB Wealth Management Group’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 Q4	$5.37K	Sell	128 -13,196	-99%	-$564K	﹤0.01%	308
2023 Q3	$602K	Sell	13,324 -7,832	-37%	-$343K	0.38%	49
2023 Q2	$859K	Sell	21,156 -3,056	-13%	-$124K	0.53%	41
2023 Q1	$1M	Buy	24,212 +270	+1%	+$11.5K	0.63%	37
2022 Q4	$1.05M	Buy	23,942 +4,552	+23%	+$198K	0.68%	36
2022 Q3	$698K	Buy	19,390 +464	+2%	+$17.5K	0.5%	42
2022 Q2	$677K	Buy	18,926 +556	+3%	+$22.3K	0.46%	48
2022 Q1	$702K	Buy	+18,370	New	+$636K	0.42%	49

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DB Wealth Management Group's XLE Position: Q4 2023 in Review

DB Wealth Management Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 99% in Q4 2023, selling an estimated $564K and leaving 128 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

DB Wealth Management Group first reported a position in XLE in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2022. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

DB Wealth Management Group held 128 shares of State Street Energy Select Sector SPDR ETF worth $5.37K as of Q4 2023.
DB Wealth Management Group sold 13,196 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $564K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #308 holding.
DB Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
DB Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $1.05M in Q4 2022.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.