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

HYA 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
2022 Q2	$2.53M	Sell	70,656 -44,176	-38%	-$1.77M	0.99%	30
2022 Q1	$4.39M	Sell	114,832 -4,620	-4%	-$160K	1.52%	23
2021 Q4	$3.31M	Buy	119,452 +46,428	+64%	+$1.31M	1.19%	25
2021 Q3	$2.06M	Buy	73,024 +57,454	+369%	+$1.42M	0.83%	29
2021 Q2	$419K	Buy	15,570 +5,678	+57%	+$148K	0.18%	94
2021 Q1	$243K	Sell	9,892 -1,336	-12%	-$30.8K	0.11%	124
2020 Q4	$213K	Buy	+11,228	New	+$193K	0.11%	123
2020 Q3	–	Sell	-12,046	Closed	-$228K	–	124
2020 Q2	$228K	Buy	+12,046	New	+$224K	0.15%	104
2020 Q1	–	Sell	-10,936	Closed	-$328K	–	113
2019 Q4	$328K	Buy	+10,936	New	+$324K	0.21%	81

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 $235B AUM 32.99% 1-Year Est. Return

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

HYA Advisors's XLE Position: Q2 2022 in Review

HYA Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 38% in Q2 2022, selling an estimated $1.77M and leaving 70,656 shares worth $2.53M. The position accounts for 0.99% of the portfolio, ranked #30.

HYA Advisors first reported a position in XLE in Q4 2019 and has held it in 9 quarters since. The position peaked at $4.39M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

HYA Advisors held 70,656 shares of State Street Energy Select Sector SPDR ETF worth $2.53M as of Q2 2022.
HYA Advisors sold 44,176 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $1.77M.
State Street Energy Select Sector SPDR ETF made up 0.99% of HYA Advisors's portfolio in Q2 2022, its #30 holding.
HYA Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
HYA Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.39M in Q1 2022.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.