Moneda SA Administradora General de Fondos’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moneda SA Administradora General de Fondos’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 Q2	–	Sell	-8,670	Closed	-$359K	–	34
2023 Q1	$359K	Sell	8,670 -1,580	-15%	-$67.6K	0.41%	36
2022 Q4	$448K	Sell	10,250 -1,250	-11%	-$54.4K	0.37%	36
2022 Q3	$414K	Sell	11,500 -3,694	-24%	-$140K	0.33%	36
2022 Q2	$543K	Sell	15,194 -5,144	-25%	-$206K	0.4%	32
2022 Q1	$777K	Hold	20,338	–	–	0.37%	35
2021 Q4	$564K	Hold	20,338	–	–	0.32%	36
2021 Q3	$530K	Hold	20,338	–	–	0.3%	36
2021 Q2	$548K	Buy	20,338 +5,624	+38%	+$146K	0.23%	35
2021 Q1	$361K	Hold	14,714	–	–	0.2%	39
2020 Q4	$279K	Hold	14,714	–	–	0.16%	43
2020 Q3	$220K	Hold	14,714	–	–	0.18%	44
2020 Q2	$278K	Hold	14,714	–	–	0.26%	47
2020 Q1	$214K	Buy	14,714 +2,954	+25%	+$70.1K	0.45%	40
2019 Q4	$353K	Buy	+11,760	New	+$349K	0.49%	46

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Moneda SA Administradora General de Fondos's XLE Position: Q2 2023 in Review

Moneda SA Administradora General de Fondos sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 8,670 shares — an estimated $359K sold.

Moneda SA Administradora General de Fondos first reported a position in XLE in Q4 2019 and held it in 14 quarters. The position peaked at $777K in Q1 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Moneda SA Administradora General de Fondos reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 8,670 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $359K.
Moneda SA Administradora General de Fondos first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
Moneda SA Administradora General de Fondos's State Street Energy Select Sector SPDR ETF position peaked at $777K in Q1 2022.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q2 2023, filed 31 Jul 2023.