First National Bank of South Miami’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First National Bank of South Miami’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	$47.1K	Hold	1,160	–	–	0.04%	184
2023 Q1	$48K	Hold	1,160	–	–	0.04%	191
2022 Q4	$51K	Hold	1,160	–	–	0.04%	187
2022 Q3	$42K	Hold	1,160	–	–	0.03%	197
2022 Q2	$41K	Hold	1,160	–	–	0.03%	208
2022 Q1	$44K	Hold	1,160	–	–	0.03%	223
2021 Q4	$32K	Hold	1,160	–	–	0.02%	246
2021 Q3	$30K	Hold	1,160	–	–	0.02%	240
2021 Q2	$31K	Hold	1,160	–	–	0.02%	233
2021 Q1	$28K	Buy	1,160 +220	+23%	+$5.08K	0.02%	223
2020 Q4	$18K	Sell	940 -442	-32%	-$7.62K	0.02%	220
2020 Q3	$21K	Buy	1,382 +852	+161%	+$15.1K	0.02%	201
2020 Q2	$10K	Sell	530 -800	-60%	-$14.9K	0.01%	229
2020 Q1	$19K	Hold	1,330	–	–	0.02%	203
2019 Q4	$40K	Hold	1,330	–	–	0.04%	174
2019 Q3	$38K	Hold	1,330	–	–	0.04%	190
2019 Q2	$42K	Hold	1,330	–	–	0.04%	189
2019 Q1	$44K	Hold	1,330	–	–	0.04%	186
2018 Q4	$42K	Buy	+1,330	New	+$44.5K	0.04%	192

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 $445B AUM 25.58% 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 National Bank of South Miami's XLE Position: Q2 2023 in Review

First National Bank of South Miami held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2023 at 1,160 shares worth $47.1K. The position accounts for 0.04% of the portfolio, ranked #184.

First National Bank of South Miami first reported a position in XLE in Q4 2018 and has held it in 19 quarters since. The position peaked at $51K in Q4 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

First National Bank of South Miami held 1,160 shares of State Street Energy Select Sector SPDR ETF worth $47.1K as of Q2 2023.
First National Bank of South Miami left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Energy Select Sector SPDR ETF made up 0.04% of First National Bank of South Miami's portfolio in Q2 2023, its #184 holding.
First National Bank of South Miami first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's State Street Energy Select Sector SPDR ETF position peaked at $51K in Q4 2022.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.