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

Prostatis 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 Q3	–	Sell	-81,454	Closed	-$58.6K	–	249
2023 Q2	$58.6K	Buy	+81,454	New	+$3.32M	0.03%	167
2021 Q4	–	Sell	-113,128	Closed	-$2.95M	–	100
2021 Q3	$2.95M	Buy	+113,128	New	+$2.8M	1.76%	21
2021 Q2	–	Sell	-28,322	Closed	-$695K	–	109
2021 Q1	$695K	Buy	+28,322	New	+$653K	0.55%	48

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

Prostatis Group's XLE Position: Q3 2023 in Review

Prostatis Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 81,454 shares — an estimated $58.6K sold.

Prostatis Group first reported a position in XLE in Q1 2021 and held it in 3 quarters. The position peaked at $2.95M in Q3 2021. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Prostatis Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 81,454 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $58.6K.
Prostatis Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 3 quarters.
Prostatis Group's State Street Energy Select Sector SPDR ETF position peaked at $2.95M in Q3 2021.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.