Piedmont Capital Management (Montana)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Piedmont Capital Management (Montana)’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	–	Sell	-147,394	Closed	-$6.11M	–	52
2023 Q1	$6.11M	Buy	147,394 +544	+0.4%	+$23.3K	4.89%	7
2022 Q4	$6.42M	Sell	146,850 -4,844	-3%	-$211K	5.38%	6
2022 Q3	$5.47M	Sell	151,694 -3,722	-2%	-$141K	4.93%	4
2022 Q2	$5.56M	Sell	155,416 -1,216	-0.8%	-$48.8K	5.71%	4
2022 Q1	$6.04M	Buy	+156,632	New	+$5.42M	4.54%	6

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

Piedmont Capital Management (Montana)'s XLE Position: Q2 2023 in Review

Piedmont Capital Management (Montana) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 147,394 shares — an estimated $6.11M sold.

Piedmont Capital Management (Montana) first reported a position in XLE in Q1 2022 and held it in 5 quarters. The position peaked at $6.42M in Q4 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Piedmont Capital Management (Montana) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Piedmont Capital Management (Montana) sold 147,394 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $6.11M.
Piedmont Capital Management (Montana) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Piedmont Capital Management (Montana)'s State Street Energy Select Sector SPDR ETF position peaked at $6.42M 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 Piedmont Capital Management (Montana)'s 13F filing for Q2 2023, filed 11 Aug 2023.