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Hutchens & Kramer Investment Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hutchens & Kramer Investment Management 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
2022
Q3 		– Sell
-15,830
Closed -$574K – 113
2022
Q2 		$574K Buy
+15,830
New +$635K 0.42% 54

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's XLE Position: Q3 2022 in Review

Hutchens & Kramer Investment Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 15,830 shares — an estimated $574K sold.

Hutchens & Kramer Investment Management Group first reported a position in XLE in Q2 2022 and held it in 1 quarter. The position peaked at $574K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Hutchens & Kramer Investment Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 15,830 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $574K.
  • Hutchens & Kramer Investment Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Hutchens & Kramer Investment Management Group's State Street Energy Select Sector SPDR ETF position peaked at $574K in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.