Precision Wealth Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Precision Wealth Strategies’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 Q3	–	Sell	-8,390	Closed	-$341K	–	107
2023 Q2	$341K	Sell	8,390 -592	-7%	-$24.1K	0.56%	38
2023 Q1	$372K	Sell	8,982 -1,468	-14%	-$62.8K	0.58%	40
2022 Q4	$457K	Sell	10,450 -418	-4%	-$18.2K	0.48%	46
2022 Q3	$475K	Buy	10,868 +820	+8%	+$31K	0.42%	49
2022 Q2	$346K	Sell	10,048 -13,896	-58%	-$558K	0.27%	83
2022 Q1	$915K	Buy	+23,944	New	+$829K	0.54%	34

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Precision Wealth Strategies's XLE Position: Q3 2023 in Review

Precision Wealth Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 8,390 shares — an estimated $341K sold.

Precision Wealth Strategies first reported a position in XLE in Q1 2022 and held it in 6 quarters. The position peaked at $915K in Q1 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Precision Wealth Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Precision Wealth Strategies sold 8,390 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $341K.
Precision Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
Precision Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $915K in Q1 2022.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.