D'Orazio & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-4,200	Closed	-$109K	–	724
2021 Q3	$109K	Hold	4,200	–	–	0.03%	133
2021 Q2	$113K	Hold	4,200	–	–	0.03%	121
2021 Q1	$103K	Buy	+4,200	New	+$96.9K	0.03%	118
2020 Q2	–	Sell	-28	Closed	–	–	366
2020 Q1	$0	Hold	28	–	–	﹤0.01%	365
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	338
2019 Q3	$1K	Buy	+28	New	+$847	﹤0.01%	341

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D'Orazio & Associates's XLE Position: Q4 2021 in Review

D'Orazio & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 4,200 shares — an estimated $109K sold.

D'Orazio & Associates first reported a position in XLE in Q3 2019 and held it in 6 quarters. The position peaked at $113K in Q2 2021. 1,381 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

D'Orazio & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 4,200 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $109K.
D'Orazio & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
D'Orazio & Associates's State Street Energy Select Sector SPDR ETF position peaked at $113K in Q2 2021.
1,381 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.