Personal Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Personal Capital 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
2022 Q4	$968K	Sell	22,140 -854	-4%	-$37.2K	﹤0.01%	239
2022 Q3	$828K	Buy	22,994 +540	+2%	+$20.4K	﹤0.01%	245
2022 Q2	$803K	Buy	22,454 +1,000	+5%	+$40.1K	﹤0.01%	245
2022 Q1	$820K	Sell	21,454 -7,940	-27%	-$275K	﹤0.01%	262
2021 Q4	$814K	Sell	29,394 -5,250	-15%	-$148K	﹤0.01%	276
2021 Q3	$902K	Sell	34,644 -1,892	-5%	-$46.9K	﹤0.01%	258
2021 Q2	$984K	Sell	36,536 -8,374	-19%	-$218K	0.01%	254
2021 Q1	$1.1M	Buy	44,910 +2,958	+7%	+$68.2K	0.01%	251
2020 Q4	$795K	Sell	41,952 -867,974	-95%	-$15M	0.01%	263
2020 Q3	$13.6M	Buy	909,926 +877,526	+2,708%	+$15.6M	0.1%	121
2020 Q2	$613K	Buy	32,400 +27,600	+575%	+$513K	0.01%	243
2020 Q1	$15.3M	Buy	+4,800	New	+$114K	0.15%	113

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Personal Capital Advisors's XLE Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q4 2022, selling an estimated $37.2K and leaving 22,140 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Personal Capital Advisors first reported a position in XLE in Q1 2020 and has held it in 12 quarters since. The position peaked at $15.3M in Q1 2020. 1,723 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Personal Capital Advisors held 22,140 shares of State Street Energy Select Sector SPDR ETF worth $968K as of Q4 2022.
Personal Capital Advisors sold 854 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $37.2K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #239 holding.
Personal Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 12 quarters since.
Personal Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $15.3M in Q1 2020.
1,723 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.