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Professional Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,308
Closed -$47K – 474
2022
Q3 		$47K Sell
1,308
-68
-5% -$2.57K 0.03% 146
2022
Q2 		$49K Sell
1,376
-760
-36% -$30.5K 0.03% 149
2022
Q1 		$82K Buy
2,136
+588
+38% +$20.4K 0.04% 116
2021
Q4 		$43K Buy
1,548
+438
+39% +$12.4K 0.02% 184
2021
Q3 		$29K Buy
1,110
+6
+0.5% +$149 0.02% 182
2021
Q2 		$30K Buy
1,104
+900
+441% +$23.4K 0.02% 185
2021
Q1 		$5K Buy
204
+2
+1% +$46 ﹤0.01% 297
2020
Q4 		$4K Buy
202
+2
+1% +$34 ﹤0.01% 309
2020
Q3 		$3K Buy
+200
New +$3.55K ﹤0.01% 306

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return