Horst & Graben Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Horst & Graben Wealth Management’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	-5,364	Closed	-$235K	–	141
2022 Q4	$235K	Sell	5,364 -3,546	-40%	-$154K	0.06%	118
2022 Q3	$321K	Sell	8,910 -61,702	-87%	-$2.33M	0.09%	91
2022 Q2	$2.52M	Sell	70,612 -66,574	-49%	-$2.67M	0.69%	30
2022 Q1	$5.24M	Sell	137,186 -14,860	-10%	-$515K	1.28%	18
2021 Q4	$4.22M	Buy	152,046 +12,848	+9%	+$363K	1.06%	26
2021 Q3	$3.63M	Buy	139,198 +17,272	+14%	+$428K	1%	27
2021 Q2	$3.28M	Buy	121,926 +29,694	+32%	+$772K	0.92%	27
2021 Q1	$2.26M	Buy	+92,232	New	+$2.13M	0.71%	27

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

Horst & Graben Wealth Management's XLE Position: Q1 2023 in Review

Horst & Graben Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 5,364 shares — an estimated $235K sold.

Horst & Graben Wealth Management first reported a position in XLE in Q1 2021 and held it in 8 quarters. The position peaked at $5.24M in Q1 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Horst & Graben Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 5,364 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $235K.
Horst & Graben Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
Horst & Graben Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5.24M in Q1 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.