Dixon Hughes Goodman Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$38K	Buy	+1,000	New	+$34.6K	0.01%	348

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Dixon Hughes Goodman Wealth Advisors's XLE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022: 1,000 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 1,000 shares of State Street Energy Select Sector SPDR ETF worth $38K as of Q1 2022.
State Street Energy Select Sector SPDR ETF was a new Dixon Hughes Goodman Wealth Advisors position in Q1 2022.
State Street Energy Select Sector SPDR ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #348 holding.
1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.