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

Intercontinental Wealth 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 Q2	$254K	Sell	6,254 -82	-1%	-$3.34K	0.06%	281
2023 Q1	$262K	Sell	6,336 -3,990	-39%	-$171K	0.07%	273
2022 Q4	$452K	Buy	10,326 +766	+8%	+$33.3K	0.13%	182
2022 Q3	$344K	Buy	9,560 +352	+4%	+$13.3K	0.11%	205
2022 Q2	$329K	Buy	9,208 +400	+5%	+$16K	0.09%	212
2022 Q1	$337K	Sell	8,808 -320	-4%	-$11.1K	0.08%	224
2021 Q4	$253K	Buy	+9,128	New	+$258K	0.05%	265
2020 Q1	–	Sell	-1,030	Closed	-$28K	–	312
2019 Q4	$28K	Sell	1,030 -256	-20%	-$7.59K	0.02%	215
2019 Q3	$38K	Buy	1,286 +2	+0.2%	+$60	0.02%	231
2019 Q2	$41K	Buy	1,284 +2	+0.2%	+$64	0.02%	221
2019 Q1	$42K	Hold	1,282	–	–	0.02%	241
2018 Q4	$37K	Buy	+1,282	New	+$42.9K	0.02%	244

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intercontinental Wealth Advisors's XLE Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2023, selling an estimated $3.34K and leaving 6,254 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #281.

Intercontinental Wealth Advisors first reported a position in XLE in Q4 2018 and has held it in 12 quarters since. The position peaked at $452K in Q4 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Intercontinental Wealth Advisors held 6,254 shares of State Street Energy Select Sector SPDR ETF worth $254K as of Q2 2023.
Intercontinental Wealth Advisors sold 82 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $3.34K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #281 holding.
Intercontinental Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Intercontinental Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $452K in Q4 2022.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.