Piershale Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Piershale Financial Group’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	$4.06K	Hold	100	–	–	﹤0.01%	186
2023 Q1	$4.14K	Hold	100	–	–	﹤0.01%	190
2022 Q4	$4.37K	Buy	+100	New	+$4.35K	﹤0.01%	191
2018 Q1	–	Sell	-406,304	Closed	-$14.7M	–	30
2017 Q4	$14.7M	Buy	+406,304	New	+$14M	7.55%	7
2016 Q3	–	Sell	-344	Closed	-$12K	–	174
2016 Q2	$12K	Buy	+344	New	+$11.4K	0.01%	83
2016 Q1	–	Sell	-416	Closed	-$13K	–	214
2015 Q4	$13K	Buy	+416	New	+$13.7K	0.01%	103

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

Piershale Financial Group's XLE Position: Q2 2023 in Review

Piershale Financial Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2023 at 100 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Piershale Financial Group first reported a position in XLE in Q4 2015 and has held it in 6 quarters since. The position peaked at $14.7M in Q4 2017. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Piershale Financial Group held 100 shares of State Street Energy Select Sector SPDR ETF worth $4.06K as of Q2 2023.
Piershale Financial Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #186 holding.
Piershale Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 6 quarters since.
Piershale Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $14.7M in Q4 2017.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.