Johnson Midwest Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Johnson Midwest Financial’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 Q1	–	Sell	-206	Closed	-$9K	–	405
2022 Q4	$9K	Buy	206 +2	+1%	+$87	0.03%	209
2022 Q3	$7	Sell	204 -5,306	-96%	-$201K	0.03%	216
2022 Q2	$197K	Buy	5,510 +4,950	+884%	+$199K	0.26%	32
2022 Q1	$21K	Buy	560 +4	+0.7%	+$139	0.03%	123
2021 Q4	$15K	Buy	556 +8	+1%	+$226	0.01%	156
2021 Q3	$14K	Buy	548 +6	+1%	+$149	0.01%	165
2021 Q2	$15K	Buy	542 +4	+0.7%	+$104	0.01%	148
2021 Q1	$13K	Buy	538 +6	+1%	+$138	0.01%	150
2020 Q4	$10K	Buy	+532	New	+$9.17K	0.01%	173

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Johnson Midwest Financial's XLE Position: Q1 2023 in Review

Johnson Midwest Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 206 shares — an estimated $9K sold.

Johnson Midwest Financial first reported a position in XLE in Q4 2020 and held it in 9 quarters. The position peaked at $197K in Q2 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Johnson Midwest Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Johnson Midwest Financial sold 206 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $9K.
Johnson Midwest Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Johnson Midwest Financial's State Street Energy Select Sector SPDR ETF position peaked at $197K in Q2 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.