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

Infrastructure Capital 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
2023 Q3	–	Sell	-34,000	Closed	-$1.38M	–	116
2023 Q2	$1.38M	Buy	+34,000	New	+$1.38M	0.13%	52

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Infrastructure Capital Advisors's XLE Position: Q4 2021 in Review

Infrastructure Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 20,000 shares — an estimated $423K sold.

Infrastructure Capital Advisors first reported a position in XLE in Q3 2021 and held it in 1 quarter. The position peaked at $423K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Infrastructure Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Infrastructure Capital Advisors sold 20,000 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $423K.
Infrastructure Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
Infrastructure Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $423K in Q3 2021.
1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Infrastructure Capital Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.