Midwest Professional Planners Ltd (MPPL)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 Q4	–	Sell	-64,518	Closed	-$2.92M	–	139
2023 Q3	$2.92M	Buy	64,518 +46,064	+250%	+$2.02M	1.31%	17
2023 Q2	$749K	Sell	18,454 -31,792	-63%	-$1.29M	0.33%	76
2023 Q1	$2.08M	Sell	50,246 -39,840	-44%	-$1.7M	1.02%	28
2022 Q4	$3.94M	Buy	90,086 +37,730	+72%	+$1.64M	2.18%	9
2022 Q3	$1.89M	Sell	52,356 -12,040	-19%	-$455K	1.12%	20
2022 Q2	$2.3M	Buy	64,396 +43,458	+208%	+$1.74M	1.3%	16
2022 Q1	$800K	Buy	+20,938	New	+$725K	0.39%	62
2021 Q3	–	Sell	-58,240	Closed	-$1.57M	–	123
2021 Q2	$1.57M	Buy	+58,240	New	+$1.51M	0.82%	36
2019 Q2	–	Sell	-12,344	Closed	-$408K	–	97
2019 Q1	$408K	Buy	+12,344	New	+$397K	0.39%	55
2018 Q4	–	Sell	-7,976	Closed	-$302K	–	91
2018 Q3	$302K	Buy	7,976 +1,418	+22%	+$53.2K	0.28%	72
2018 Q2	$249K	Buy	6,558 +6,414	+4,454%	+$238K	0.22%	81
2018 Q1	$5K	Buy	+144	New	+$5.1K	﹤0.01%	267

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s XLE Position: Q4 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 64,518 shares — an estimated $2.92M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in XLE in Q1 2018 and held it in 12 quarters. The position peaked at $3.94M in Q4 2022. 1,780 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 64,518 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $2.92M.
Midwest Professional Planners Ltd (MPPL) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 12 quarters.
Midwest Professional Planners Ltd (MPPL)'s State Street Energy Select Sector SPDR ETF position peaked at $3.94M in Q4 2022.
1,780 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2023, filed 15 Feb 2024.