Fortis Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fortis Advisors’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	–	Sell	-84	Closed	-$3.48K	–	260
2023 Q1	$3.48K	Sell	84 -168	-67%	-$7.18K	﹤0.01%	232
2022 Q4	$11K	Sell	252 -46	-15%	-$2K	0.01%	205
2022 Q3	$11K	Sell	298 -2,472	-89%	-$93.5K	0.01%	201
2022 Q2	$99K	Buy	2,770 +1,832	+195%	+$73.5K	0.07%	126
2022 Q1	$36K	Sell	938 -72	-7%	-$2.49K	0.02%	192
2021 Q4	$28K	Buy	1,010 +82	+9%	+$2.32K	0.02%	187
2021 Q3	$24K	Buy	928 +12	+1%	+$297	0.01%	197
2021 Q2	$25K	Buy	916 +884	+2,763%	+$23K	0.01%	203
2021 Q1	$1K	Buy	+32	New	+$738	﹤0.01%	218
2020 Q2	–	Sell	-1,752	Closed	-$25K	–	331
2020 Q1	$25K	Buy	+1,752	New	+$41.6K	0.02%	219

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

Fortis Advisors's XLE Position: Q2 2023 in Review

Fortis Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 84 shares — an estimated $3.48K sold.

Fortis Advisors first reported a position in XLE in Q1 2020 and held it in 10 quarters. The position peaked at $99K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Fortis Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 84 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $3.48K.
Fortis Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 10 quarters.
Fortis Advisors's State Street Energy Select Sector SPDR ETF position peaked at $99K in Q2 2022.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.