Investment Research & Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Investment Research & Advisory Group’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 Q2	–	Sell	-112	Closed	-$4K	–	199
2022 Q1	$4K	Hold	112	–	–	﹤0.01%	180
2021 Q4	$3K	Buy	+112	New	+$3.17K	﹤0.01%	185

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Investment Research & Advisory Group's XLE Position: Q2 2022 in Review

Investment Research & Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 112 shares — an estimated $4K sold.

Investment Research & Advisory Group first reported a position in XLE in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Investment Research & Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Investment Research & Advisory Group sold 112 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $4K.
Investment Research & Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Investment Research & Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $4K in Q1 2022.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Investment Research & Advisory Group's 13F filing for Q2 2022, filed 19 Jul 2022.