MinichMacGregor Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MinichMacGregor Wealth Management’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	-1,634	Closed	-$71.5K	–	671
2022 Q4	$71.5K	Buy	+1,634	New	+$71.1K	0.03%	151
2019 Q1	–	Sell	-32,400	Closed	-$1.11M	–	120
2018 Q4	$1.11M	Buy	32,400 +32,010	+8,208%	+$1.07M	0.76%	50
2018 Q3	$14K	Sell	390 -3,682	-90%	-$138K	0.01%	279
2018 Q2	$152K	Buy	4,072 +3,682	+944%	+$137K	0.11%	52
2018 Q1	$13K	Sell	390 -400	-51%	-$14.2K	0.01%	274
2017 Q4	$28K	Buy	790 +400	+103%	+$13.8K	0.02%	161
2017 Q3	$13K	Hold	390	–	–	0.01%	247
2017 Q2	$12K	Hold	390	–	–	0.01%	250
2017 Q1	$13K	Hold	390	–	–	0.01%	241
2016 Q4	$14K	Hold	390	–	–	0.01%	219
2016 Q3	$13K	Hold	390	–	–	0.01%	238
2016 Q2	$13K	Hold	390	–	–	0.01%	225
2016 Q1	$12K	Hold	390	–	–	0.01%	225
2015 Q4	$15K	Buy	+390	New	+$12.8K	0.01%	191

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

MinichMacGregor Wealth Management's XLE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 1,634 shares — an estimated $71.5K sold.

MinichMacGregor Wealth Management first reported a position in XLE in Q4 2015 and held it in 14 quarters. The position peaked at $1.11M in Q4 2018. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,634 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $71.5K.
MinichMacGregor Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.11M in Q4 2018.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.