Kapitalo Investimentos’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kapitalo Investimentos’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 Q3	–	Sell	-97,972	Closed	-$3.98M	–	703
2023 Q2	$3.98M	Sell	97,972 -1,428	-1%	-$58.2K	0.74%	23
2023 Q1	$4.12M	Hold	99,400	–	–	1.35%	12
2022 Q4	$4.35M	Sell	99,400 -412,200	-81%	-$17.9M	3.26%	8
2022 Q3	$18.4M	Sell	511,600 -318,600	-38%	-$12M	7.63%	2
2022 Q2	$29.7M	Buy	+830,200	New	+$33.3M	19.05%	2
2021 Q4	–	Sell	-570,626	Closed	-$14.9M	–	48
2021 Q3	$14.9M	Buy	570,626 +276,190	+94%	+$6.84M	7.89%	2
2021 Q2	$7.93M	Buy	+294,436	New	+$7.66M	3.64%	6

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kapitalo Investimentos's XLE Position: Q3 2023 in Review

Kapitalo Investimentos sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 97,972 shares — an estimated $3.98M sold.

Kapitalo Investimentos first reported a position in XLE in Q2 2021 and held it in 7 quarters. The position peaked at $29.7M in Q2 2022. 1,712 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Kapitalo Investimentos reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 97,972 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $3.98M.
Kapitalo Investimentos first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
Kapitalo Investimentos's State Street Energy Select Sector SPDR ETF position peaked at $29.7M in Q2 2022.
1,712 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.