One Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

One Wealth Advisors’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	-11,542	Closed	-$505K	–	608
2022 Q4	$505K	Buy	+11,542	New	+$502K	0.12%	95
2022 Q3	–	Sell	-60,702	Closed	-$2.17M	–	218
2022 Q2	$2.17M	Sell	60,702 -41,488	-41%	-$1.66M	0.58%	41
2022 Q1	$3.91M	Sell	102,190 -6,108	-6%	-$212K	0.96%	24
2021 Q4	$3M	Buy	108,298 +10,846	+11%	+$306K	0.76%	28
2021 Q3	$2.54M	Sell	97,452 -1,708	-2%	-$42.3K	0.74%	27
2021 Q2	$2.67M	Buy	99,160 +49,030	+98%	+$1.27M	0.85%	23
2021 Q1	$1.23M	Buy	+50,130	New	+$1.16M	0.47%	25

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

One Wealth Advisors's XLE Position: Q1 2023 in Review

One Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 11,542 shares — an estimated $505K sold.

One Wealth Advisors first reported a position in XLE in Q1 2021 and held it in 7 quarters. The position peaked at $3.91M in Q1 2022. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

One Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 11,542 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $505K.
One Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 7 quarters.
One Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.91M in Q1 2022.
1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.