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Industrial Alliance Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Industrial Alliance Investment 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
2022
Q4 		– Sell
-228
Closed -$8K – 477
2022
Q3 		$8K Hold
228
– – ﹤0.01% 422
2022
Q2 		$8K Hold
228
– – ﹤0.01% 379
2022
Q1 		$9K Buy
+228
New +$7.9K ﹤0.01% 409

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Industrial Alliance Investment Management's XLE Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 228 shares — an estimated $8K sold.

Industrial Alliance Investment Management first reported a position in XLE in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 1,723 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 228 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $8K.
  • Industrial Alliance Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $9K in Q1 2022.
  • 1,723 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.