Kiwi Wealth Investments Limited Partnership’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-9,826	Closed	-$430K	–	221
2022 Q4	$430K	Buy	+9,826	New	+$428K	0.03%	190
2022 Q1	–	Sell	-43,550	Closed	-$1.21M	–	270
2021 Q4	$1.21M	Buy	+43,550	New	+$1.23M	0.06%	200
2021 Q3	–	Sell	-32,220	Closed	-$868K	–	278
2021 Q2	$868K	Buy	+32,220	New	+$838K	0.04%	206
2016 Q3	–	Sell	-386,738	Closed	-$13.2M	–	144
2016 Q2	$13.2M	Sell	386,738 -117,396	-23%	-$3.87M	1.29%	23
2016 Q1	$15.6M	Buy	+504,134	New	+$14.6M	1.6%	14
2014 Q3	–	Sell	-1,177,484	Closed	-$58.9M	–	77
2014 Q2	$58.9M	Buy	1,177,484 +587,510	+100%	+$27.8M	6.05%	2
2014 Q1	$26.3M	Buy	+589,974	New	+$25.5M	3.2%	8

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

Kiwi Wealth Investments Limited Partnership's XLE Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 9,826 shares — an estimated $430K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XLE in Q1 2014 and held it in 7 quarters. The position peaked at $58.9M in Q2 2014. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 9,826 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $430K.
Kiwi Wealth Investments Limited Partnership first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and held it in 7 quarters.
Kiwi Wealth Investments Limited Partnership's State Street Energy Select Sector SPDR ETF position peaked at $58.9M in Q2 2014.
1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.