Financial Architects (New Jersey)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-4,000	Closed	-$132K	–	1495
2019 Q1	$132K	Buy	+4,000	New	+$128K	0.02%	397
2017 Q4	–	Sell	-10,000	Closed	-$341K	–	1615
2017 Q3	$341K	Buy	+10,000	New	+$325K	0.06%	209
2017 Q2	–	Sell	-1,600	Closed	-$56K	–	1648
2017 Q1	$56K	Buy	+1,600	New	+$57.8K	0.01%	625

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Financial Architects (New Jersey)'s XLE Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 6,110 shares — an estimated $253K sold.

Financial Architects (New Jersey) first reported a position in XLE in Q2 2013 and held it in 38 quarters. The position peaked at $3.15M in Q4 2019. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Financial Architects (New Jersey) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 6,110 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $253K.
Financial Architects (New Jersey) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 38 quarters.
Financial Architects (New Jersey)'s State Street Energy Select Sector SPDR ETF position peaked at $3.15M in Q4 2019.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.