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

Nauset 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
2022 Q1	$1K	Buy	+20	New	+$693	﹤0.01%	218

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Nauset Wealth Management's XLE Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

1,543 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Nauset Wealth Management held 20 shares of State Street Energy Select Sector SPDR ETF worth $1K as of Q1 2022.
State Street Energy Select Sector SPDR ETF was a new Nauset Wealth Management position in Q1 2022.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #218 holding.
1,543 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.