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Richwood Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richwood Investment 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
Q1 		– Sell
-80
Closed -$2K – 257
2021
Q4 		$2K Buy
+80
New +$2.26K ﹤0.01% 261

Other funds holding XLE

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richwood Investment Advisors's XLE Position: Q1 2022 in Review

Richwood Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 80 shares — an estimated $2K sold.

Richwood Investment Advisors first reported a position in XLE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

  • Richwood Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 80 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $2K.
  • Richwood Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.