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Retirement Financial Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-3,948
Closed -$173K – 269
2022
Q4 		$173K Buy
+3,948
New +$172K 0.15% 30

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Retirement Financial Solutions's XLE Position: Q1 2023 in Review

Retirement Financial Solutions sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 3,948 shares — an estimated $173K sold.

Retirement Financial Solutions first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $173K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

  • Retirement Financial Solutions reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 3,948 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $173K.
  • Retirement Financial Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's State Street Energy Select Sector SPDR ETF position peaked at $173K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.