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

Doyle Wealth 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 Q3	$15.3M	Sell	423,920 -13,942	-3%	-$527K	1.31%	30
2022 Q2	$15.7M	Sell	437,862 -12,858	-3%	-$516K	1.26%	29
2022 Q1	$17.2M	Sell	450,720 -7,434	-2%	-$257K	1.24%	30
2021 Q4	$12.7M	Sell	458,154 -7,330	-2%	-$207K	0.91%	43
2021 Q3	$12.1M	Sell	465,484 -7,306	-2%	-$181K	0.96%	40
2021 Q2	$12.7M	Sell	472,790 -74	-0%	-$1.92K	1.06%	37
2021 Q1	$11.6M	Buy	472,864 +3,384	+0.7%	+$78.1K	1.11%	35
2020 Q4	$8.9M	Sell	469,480 -21,514	-4%	-$371K	0.9%	43
2020 Q3	$7.35M	Buy	490,994 +23,010	+5%	+$409K	0.85%	46
2020 Q2	$8.86M	Buy	467,984 +274,720	+142%	+$5.11M	1.17%	38
2020 Q1	$2.81M	Buy	+193,264	New	+$4.58M	0.45%	45
2019 Q3	–	Sell	-5,392	Closed	-$172K	–	781
2019 Q2	$172K	Buy	+5,392	New	+$173K	0.02%	206
2019 Q1	–	Sell	-8,640	Closed	-$248K	–	772
2018 Q4	$248K	Sell	8,640 -1,494	-15%	-$50K	0.04%	161
2018 Q3	$384K	Buy	10,134 +36	+0.4%	+$1.35K	0.06%	130
2018 Q2	$383K	Buy	10,098 +2,796	+38%	+$104K	0.06%	124
2018 Q1	$246K	Sell	7,302 -392	-5%	-$13.9K	0.04%	147
2017 Q4	$278K	Sell	7,694 -272	-3%	-$9.36K	0.05%	139
2017 Q3	$273K	Buy	7,966 +414	+5%	+$13.5K	0.05%	127
2017 Q2	$245K	Buy	7,552 +224	+3%	+$7.53K	0.05%	123
2017 Q1	$256K	Buy	+7,328	New	+$265K	0.05%	115

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Doyle Wealth Management's XLE Position: Q3 2022 in Review

Doyle Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.2% in Q3 2022, selling an estimated $527K and leaving 423,920 shares worth $15.3M. The position accounts for 1.31% of the portfolio, ranked #30.

Doyle Wealth Management first reported a position in XLE in Q1 2017 and has held it in 20 quarters since. The position peaked at $17.2M in Q1 2022. 1,559 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Doyle Wealth Management held 423,920 shares of State Street Energy Select Sector SPDR ETF worth $15.3M as of Q3 2022.
Doyle Wealth Management sold 13,942 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $527K.
State Street Energy Select Sector SPDR ETF made up 1.31% of Doyle Wealth Management's portfolio in Q3 2022, its #30 holding.
Doyle Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 20 quarters since.
Doyle Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $17.2M in Q1 2022.
1,559 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.