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

Phoenix 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
2021 Q4	–	Sell	-1,420	Closed	-$37K	–	359
2021 Q3	$37K	Hold	1,420	–	–	0.03%	212
2021 Q2	$38K	Hold	1,420	–	–	0.03%	207
2021 Q1	$36K	Hold	1,420	–	–	0.03%	210
2020 Q4	$27K	Buy	+1,420	New	+$24.5K	0.02%	236

Other funds holding XLE

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Wealth Advisors's XLE Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 1,420 shares — an estimated $37K sold.

Phoenix Wealth Advisors first reported a position in XLE in Q4 2020 and held it in 4 quarters. The position peaked at $38K in Q2 2021. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Phoenix Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,420 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $37K.
Phoenix Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $38K in Q2 2021.
1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.