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Legacy Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Wealth Planning’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
Q3 		– Sell
-27,300
Closed -$976K – 97
2022
Q2 		$976K Buy
+27,300
New +$1.1M 1.4% 18

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Planning's XLE Position: Q3 2022 in Review

Legacy Wealth Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022, closing a stake of 27,300 shares — an estimated $976K sold.

Legacy Wealth Planning first reported a position in XLE in Q2 2022 and held it in 1 quarter. The position peaked at $976K in Q2 2022. 1,559 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

  • Legacy Wealth Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 27,300 State Street Energy Select Sector SPDR ETF shares in Q3 2022, an estimated $976K.
  • Legacy Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Legacy Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $976K in Q2 2022.
  • 1,559 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.