OWA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return