Integrated Investment Consultants’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Integrated Investment Consultants’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
2021 Q4	–	Sell	-8,496	Closed	-$221K	–	310
2021 Q3	$221K	Buy	+8,496	New	+$210K	0.06%	263
2018 Q4	–	Sell	-6,682	Closed	-$253K	–	189
2018 Q3	$253K	Buy	+6,682	New	+$251K	0.12%	129
2018 Q2	–	Sell	-3,948	Closed	-$133K	–	716
2018 Q1	$133K	Buy	+3,948	New	+$140K	0.05%	265
2017 Q2	–	Sell	-502	Closed	-$18K	–	606
2017 Q1	$18K	Hold	502	–	–	0.01%	471
2016 Q4	$19K	Hold	502	–	–	0.01%	464
2016 Q3	$18K	Hold	502	–	–	0.01%	468
2016 Q2	$17K	Hold	502	–	–	0.01%	486
2016 Q1	$16K	Buy	+502	New	+$14.6K	0.01%	470

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Integrated Investment Consultants's XLE Position: Q4 2021 in Review

Integrated Investment Consultants sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 8,496 shares — an estimated $221K sold.

Integrated Investment Consultants first reported a position in XLE in Q1 2016 and held it in 8 quarters. The position peaked at $253K in Q3 2018. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Integrated Investment Consultants reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Integrated Investment Consultants sold 8,496 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $221K.
Integrated Investment Consultants first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's State Street Energy Select Sector SPDR ETF position peaked at $253K in Q3 2018.
1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Integrated Investment Consultants's 13F filing for Q4 2021, filed 10 Jan 2022.