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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Professional Financial Advisors's XLE Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 1,308 shares — an estimated $47K sold.

Professional Financial Advisors first reported a position in XLE in Q3 2020 and held it in 9 quarters. The position peaked at $82K in Q1 2022. 1,723 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Professional Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,308 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $47K.
Professional Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $82K in Q1 2022.
1,723 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.