JD Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JD Financial Services’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	$3.67M	Buy	+132,082	New	+$3.73M	3.02%	13

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

JD Financial Services's XLE Position: Q4 2021 in Review

JD Financial Services opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021: 132,082 shares worth $3.67M. The stake represents 3.02% of the portfolio and ranks #13 among its holdings.

1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

JD Financial Services held 132,082 shares of State Street Energy Select Sector SPDR ETF worth $3.67M as of Q4 2021.
State Street Energy Select Sector SPDR ETF was a new JD Financial Services position in Q4 2021.
State Street Energy Select Sector SPDR ETF made up 3.02% of JD Financial Services's portfolio in Q4 2021, its #13 holding.
1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.