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

FourThought Financial’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
2022 Q3	$13K	Hold	350	–	–	﹤0.01%	982
2022 Q2	$13K	Hold	350	–	–	﹤0.01%	968
2022 Q1	$13K	Hold	350	–	–	﹤0.01%	1003
2021 Q4	$10K	Hold	350	–	–	﹤0.01%	1082
2021 Q3	$9K	Hold	350	–	–	﹤0.01%	1128
2021 Q2	$9K	Hold	350	–	–	﹤0.01%	1134
2021 Q1	$8K	Hold	350	–	–	﹤0.01%	1113
2020 Q4	$6K	Buy	+350	New	+$6.03K	﹤0.01%	1127

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FourThought Financial's XLE Position: Q3 2022 in Review

FourThought Financial held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2022 at 350 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

FourThought Financial first reported a position in XLE in Q4 2020 and has held it in 8 quarters since. 1,559 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

FourThought Financial held 350 shares of State Street Energy Select Sector SPDR ETF worth $13K as of Q3 2022.
FourThought Financial left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #982 holding.
FourThought Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
1,559 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.