PrairieView Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PrairieView Partners’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 Q4	–	Sell	-692	Closed	-$31K	–	424
2023 Q3	$31K	Sell	692 -284	-29%	-$12.4K	﹤0.01%	206
2023 Q2	$39K	Hold	976	–	–	0.01%	209
2023 Q1	$40K	Hold	976	–	–	0.01%	199
2022 Q4	$42K	Hold	976	–	–	0.01%	206
2022 Q3	$35K	Sell	976 -808	-45%	-$30.6K	0.01%	203
2022 Q2	$64K	Hold	1,784	–	–	0.01%	167
2022 Q1	$68K	Buy	+1,784	New	+$61.8K	0.01%	171

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PrairieView Partners's XLE Position: Q4 2023 in Review

PrairieView Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 692 shares — an estimated $31K sold.

PrairieView Partners first reported a position in XLE in Q1 2022 and held it in 7 quarters. The position peaked at $68K in Q1 2022. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

PrairieView Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
PrairieView Partners sold 692 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $31K.
PrairieView Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 7 quarters.
PrairieView Partners's State Street Energy Select Sector SPDR ETF position peaked at $68K in Q1 2022.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on PrairieView Partners's 13F filing for Q4 2023, filed 26 Jan 2024.