Pictet Asset Management (Switzerland)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$599K	Sell	14,760 -9,448	-39%	-$385K	﹤0.01%	1156
2023 Q1	$1M	Sell	24,208 -24,802	-51%	-$1.06M	﹤0.01%	998
2022 Q4	$2.14M	Hold	49,010	–	–	﹤0.01%	918
2022 Q3	$1.76M	Buy	49,010 +11,450	+30%	+$433K	﹤0.01%	950
2022 Q2	$1.34M	Hold	37,560	–	–	﹤0.01%	1001
2022 Q1	$1.44M	Buy	37,560 +910	+2%	+$31.5K	﹤0.01%	1010
2021 Q4	$1.02M	Sell	36,650 -19,820	-35%	-$560K	﹤0.01%	1077
2021 Q3	$1.47M	Buy	+56,470	New	+$1.4M	﹤0.01%	1029

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Pictet Asset Management (Switzerland)'s XLE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q2 2023, selling an estimated $385K and leaving 14,760 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Pictet Asset Management (Switzerland) first reported a position in XLE in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Pictet Asset Management (Switzerland) held 14,760 shares of State Street Energy Select Sector SPDR ETF worth $599K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 9,448 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $385K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1156 holding.
Pictet Asset Management (Switzerland) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s State Street Energy Select Sector SPDR ETF position peaked at $2.14M in Q4 2022.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.