Legacy Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Capital Partners’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
2022 Q1	$719K	Hold	18,816	–	–	0.24%	87
2021 Q4	$522K	Buy	18,816 +5,000	+36%	+$141K	0.17%	102
2021 Q3	$360K	Buy	13,816 +114	+0.8%	+$2.82K	0.13%	115
2021 Q2	$369K	Buy	13,702 +1,000	+8%	+$26K	0.13%	116
2021 Q1	$312K	Buy	+12,702	New	+$293K	0.12%	119

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Legacy Capital Partners's XLE Position: Q1 2022 in Review

Legacy Capital Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2022 at 18,816 shares worth $719K. The position accounts for 0.24% of the portfolio, ranked #87.

Legacy Capital Partners first reported a position in XLE in Q1 2021 and has held it in 5 quarters since. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Legacy Capital Partners held 18,816 shares of State Street Energy Select Sector SPDR ETF worth $719K as of Q1 2022.
Legacy Capital Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Energy Select Sector SPDR ETF made up 0.24% of Legacy Capital Partners's portfolio in Q1 2022, its #87 holding.
Legacy Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 5 quarters since.
1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.