Lee Financial Group Hawaii’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lee Financial Group Hawaii’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 Q2	–	Sell	-6,684	Closed	-$277K	–	37
2023 Q1	$277K	Sell	6,684 -418	-6%	-$17.9K	0.29%	22
2022 Q4	$311K	Sell	7,102 -2,350	-25%	-$102K	0.31%	22
2022 Q3	$340K	Sell	9,452 -6	-0.1%	-$227	0.27%	24
2022 Q2	$338K	Buy	9,458 +12	+0.1%	+$481	0.33%	25
2022 Q1	$361K	Sell	9,446 -1,658	-15%	-$57.4K	0.25%	33
2021 Q4	$308K	Sell	11,104 -1,940	-15%	-$54.8K	0.22%	33
2021 Q3	$340K	Buy	13,044 +130	+1%	+$3.22K	0.25%	34
2021 Q2	$348K	Buy	12,914 +106	+0.8%	+$2.76K	0.25%	34
2021 Q1	$314K	Sell	12,808 -44,844	-78%	-$1.03M	0.26%	26
2020 Q4	$1.09M	Sell	57,652 -133,818	-70%	-$2.31M	0.92%	20
2020 Q3	$2.87M	Buy	191,470 +5,088	+3%	+$90.3K	2.38%	19
2020 Q2	$3.53M	Buy	+186,382	New	+$3.47M	3.03%	14

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee Financial Group Hawaii's XLE Position: Q2 2023 in Review

Lee Financial Group Hawaii sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 6,684 shares — an estimated $277K sold.

Lee Financial Group Hawaii first reported a position in XLE in Q2 2020 and held it in 12 quarters. The position peaked at $3.53M in Q2 2020. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Lee Financial Group Hawaii reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 6,684 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $277K.
Lee Financial Group Hawaii first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 12 quarters.
Lee Financial Group Hawaii's State Street Energy Select Sector SPDR ETF position peaked at $3.53M in Q2 2020.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2023, filed 2 Aug 2023.