Ellevest Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ellevest Inc’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	–	Sell	-156	Closed	-$4K	–	1654
2021 Q4	$4K	Buy	+156	New	+$4.41K	﹤0.01%	1073
2021 Q3	–	Sell	-368	Closed	-$10K	–	1598
2021 Q2	$10K	Sell	368 -1,636	-82%	-$42.5K	﹤0.01%	766
2021 Q1	$49K	Buy	+2,004	New	+$46.2K	0.01%	482

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

Ellevest Inc's XLE Position: Q1 2022 in Review

Ellevest Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 156 shares — an estimated $4K sold.

Ellevest Inc first reported a position in XLE in Q1 2021 and held it in 3 quarters. The position peaked at $49K in Q1 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Ellevest Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 156 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $4K.
Ellevest Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 3 quarters.
Ellevest Inc's State Street Energy Select Sector SPDR ETF position peaked at $49K in Q1 2021.
1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.