Leelyn Smith’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leelyn Smith’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	-144	Closed	-$6.3K	–	446
2022 Q4	$6.3K	Hold	144	–	–	﹤0.01%	355
2022 Q3	$5K	Hold	144	–	–	﹤0.01%	371
2022 Q2	$5K	Hold	144	–	–	﹤0.01%	334
2022 Q1	$6K	Hold	144	–	–	﹤0.01%	311
2021 Q4	$4K	Hold	144	–	–	﹤0.01%	336
2021 Q3	$4K	Hold	144	–	–	﹤0.01%	329
2021 Q2	$4K	Hold	144	–	–	﹤0.01%	325
2021 Q1	$4K	Hold	144	–	–	﹤0.01%	339
2020 Q4	$3K	Hold	144	–	–	﹤0.01%	329
2020 Q3	$2K	Hold	144	–	–	﹤0.01%	320
2020 Q2	$3K	Hold	144	–	–	﹤0.01%	378
2020 Q1	$2K	Hold	144	–	–	﹤0.01%	314
2019 Q4	$4	Buy	+144	New	+$4.27K	﹤0.01%	294

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

Leelyn Smith's XLE Position: Q1 2023 in Review

Leelyn Smith sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 144 shares — an estimated $6.3K sold.

Leelyn Smith first reported a position in XLE in Q4 2019 and held it in 13 quarters. The position peaked at $6.3K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Leelyn Smith reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 144 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $6.3K.
Leelyn Smith first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's State Street Energy Select Sector SPDR ETF position peaked at $6.3K in Q4 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.