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

Parisi Gray 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
2021 Q3	–	Sell	-422	Closed	-$11K	–	569
2021 Q2	$11K	Buy	+422	New	+$11K	﹤0.01%	440
2019 Q2	–	Sell	-1,464	Closed	-$48K	–	470
2019 Q1	$48K	Hold	1,464	–	–	0.03%	222
2018 Q4	$42K	Buy	1,464 +896	+158%	+$30K	0.03%	225
2018 Q3	$22K	Sell	568 -28	-5%	-$1.05K	0.01%	324
2018 Q2	$23K	Hold	596	–	–	0.02%	327
2018 Q1	$20K	Sell	596 -718	-55%	-$25.4K	0.02%	339
2017 Q4	$48K	Buy	+1,314	New	+$45.2K	0.04%	226

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Parisi Gray Wealth Management's XLE Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 422 shares — an estimated $11K sold.

Parisi Gray Wealth Management first reported a position in XLE in Q4 2017 and held it in 7 quarters. The position peaked at $48K in Q1 2019. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Parisi Gray Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 422 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $11K.
Parisi Gray Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $48K in Q1 2019.
1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.