First Command Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Command Financial Services’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	$320K	Buy	7,884 +714	+10%	+$29.1K	0.03%	108
2023 Q1	$297K	Buy	7,170 +458	+7%	+$19.6K	0.03%	102
2022 Q4	$294K	Hold	6,712	–	–	0.04%	96
2022 Q3	$242K	Buy	6,712 +884	+15%	+$33.4K	0.04%	102
2022 Q2	$208K	Buy	5,828 +4,652	+396%	+$187K	0.03%	123
2022 Q1	$45K	Sell	1,176 -1,000	-46%	-$34.6K	0.01%	254
2021 Q4	$60K	Hold	2,176	–	–	0.01%	234
2021 Q3	$57K	Hold	2,176	–	–	0.01%	241
2021 Q2	$59K	Buy	2,176 +600	+38%	+$15.6K	0.01%	244
2021 Q1	$39K	Buy	1,576 +576	+58%	+$13.3K	0.01%	251
2020 Q4	$19K	Hold	1,000	–	–	﹤0.01%	270
2020 Q3	$15K	Buy	+1,000	New	+$17.8K	﹤0.01%	252
2018 Q2	–	Sell	-26	Closed	-$2K	–	450
2018 Q1	$2K	Buy	+26	New	+$920	﹤0.01%	423

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 Command Financial Services's XLE Position: Q2 2023 in Review

First Command Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 10% in Q2 2023, buying an estimated $29.1K and bringing the position to 7,884 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #108.

First Command Financial Services first reported a position in XLE in Q1 2018 and has held it in 13 quarters since. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

First Command Financial Services held 7,884 shares of State Street Energy Select Sector SPDR ETF worth $320K as of Q2 2023.
First Command Financial Services bought 714 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $29.1K.
State Street Energy Select Sector SPDR ETF made up 0.03% of First Command Financial Services's portfolio in Q2 2023, its #108 holding.
First Command Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 13 quarters since.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.