Romano Brothers & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Romano Brothers & Co’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	-4,684	Closed	-$205K	–	997
2022 Q4	$205K	Buy	+4,684	New	+$204K	0.03%	293

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Romano Brothers & Co's XLE Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 4,684 shares — an estimated $205K sold.

Romano Brothers & Co first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Romano Brothers & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 4,684 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $205K.
Romano Brothers & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's State Street Energy Select Sector SPDR ETF position peaked at $205K in Q4 2022.
1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.