First Capital Advisors Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Capital Advisors Group’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
2023 Q2	$2.84K	Sell	70 -678	-91%	-$27.6K	﹤0.01%	757
2023 Q1	$31K	Hold	748	–	–	0.02%	178
2022 Q4	$32.7K	Hold	748	–	–	0.02%	187
2022 Q3	$27K	Buy	+748	New	+$28.3K	0.02%	168
2018 Q2	–	Sell	-1,372	Closed	-$46K	–	785
2018 Q1	$46K	Buy	+1,372	New	+$48.6K	0.03%	281

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

First Capital Advisors Group's XLE Position: Q2 2023 in Review

First Capital Advisors Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 91% in Q2 2023, selling an estimated $27.6K and leaving 70 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

First Capital Advisors Group first reported a position in XLE in Q1 2018 and has held it in 5 quarters since. The position peaked at $46K in Q1 2018. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

First Capital Advisors Group held 70 shares of State Street Energy Select Sector SPDR ETF worth $2.84K as of Q2 2023.
First Capital Advisors Group sold 678 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $27.6K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #757 holding.
First Capital Advisors Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's State Street Energy Select Sector SPDR ETF position peaked at $46K in Q1 2018.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.