Firethorn Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Firethorn Wealth Partners’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	–	Sell	-5,330	Closed	-$205K	–	139
2022 Q2	$205K	Sell	5,330 -20,196	-79%	-$810K	0.17%	118
2022 Q1	$976K	Sell	25,526 -1,578	-6%	-$54.7K	0.74%	28
2021 Q4	$752K	Buy	+27,104	New	+$766K	0.56%	44
2021 Q2	$908K	Buy	33,696 +12,130	+56%	+$315K	0.76%	28
2021 Q1	$529K	Buy	+21,566	New	+$498K	0.49%	54

Other funds holding XLE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Firethorn Wealth Partners's XLE Position: Q3 2022 in Review

Firethorn Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 5,330 shares — an estimated $205K sold.

Firethorn Wealth Partners first reported a position in XLE in Q1 2021 and held it in 5 quarters. The position peaked at $976K in Q1 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Firethorn Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Firethorn Wealth Partners sold 5,330 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $205K.
Firethorn Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Firethorn Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $976K in Q1 2022.
1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Firethorn Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.