I2I
XLE icon

Insight 2811 Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Insight 2811 Inc’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
-6,782
Closed -$242K – 87
2022
Q2 		$242K Buy
6,782
+1,346
+25% +$54K 0.16% 70
2022
Q1 		$208K Buy
+5,436
New +$188K 0.12% 84

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

Insight 2811 Inc's XLE Position: Q3 2022 in Review

Insight 2811 Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 6,782 shares — an estimated $242K sold.

Insight 2811 Inc first reported a position in XLE in Q1 2022 and held it in 2 quarters. The position peaked at $242K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Insight 2811 Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Insight 2811 Inc sold 6,782 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $242K.
  • Insight 2811 Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • Insight 2811 Inc's State Street Energy Select Sector SPDR ETF position peaked at $242K 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 Insight 2811 Inc's 13F filing for Q3 2022, filed 14 Nov 2022.