Ford Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ford Financial 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 Q1	–	Sell	-16,792	Closed	-$734K	–	116
2022 Q4	$734K	Sell	16,792 -90	-0.5%	-$3.92K	0.29%	63
2022 Q3	$607K	Buy	16,882 +5,878	+53%	+$222K	0.25%	68
2022 Q2	$393K	Buy	+11,004	New	+$441K	0.16%	75
2022 Q1	–	Sell	-640	Closed	-$17	–	520
2021 Q4	$17	Buy	+640	New	+$18.1K	﹤0.01%	301
2021 Q3	–	Sell	-626	Closed	-$16K	–	562
2021 Q2	$16K	Buy	+626	New	+$16.3K	0.01%	309
2019 Q2	–	Sell	-13,520	Closed	-$446K	–	93
2019 Q1	$446K	Sell	13,520 -20	-0.1%	-$642	0.32%	37
2018 Q4	$388K	Sell	13,540 -3,612	-21%	-$121K	0.29%	36
2018 Q3	$658K	Buy	17,152 +412	+2%	+$15.4K	0.48%	22
2018 Q2	$626K	Buy	+16,740	New	+$622K	0.46%	21
2018 Q1	–	Sell	-2,750	Closed	-$103K	–	393
2017 Q4	$103K	Buy	+2,750	New	+$94.7K	0.08%	63

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ford Financial Group's XLE Position: Q1 2023 in Review

Ford Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 16,792 shares — an estimated $734K sold.

Ford Financial Group first reported a position in XLE in Q4 2017 and held it in 10 quarters. The position peaked at $734K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Ford Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 16,792 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $734K.
Ford Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
Ford Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $734K in Q4 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.