Royal Harbor Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Royal Harbor Partners’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	-33,248	Closed	-$1.35M	–	67
2023 Q2	$1.35M	Sell	33,248 -190	-0.6%	-$7.74K	0.66%	31
2023 Q1	$1.38M	Buy	+33,438	New	+$1.43M	0.74%	33
2022 Q2	–	Sell	-14,038	Closed	-$537K	–	83
2022 Q1	$537K	Sell	14,038 -98	-0.7%	-$3.39K	0.34%	56
2021 Q4	$392K	Sell	14,136 -12,962	-48%	-$366K	0.25%	61
2021 Q3	$706K	Buy	+27,098	New	+$671K	0.5%	53
2021 Q1	–	Sell	-20,154	Closed	-$382K	–	85
2020 Q4	$382K	Buy	20,154 +298	+2%	+$5.13K	0.32%	65
2020 Q3	$297K	Sell	19,856 -346	-2%	-$6.14K	0.28%	68
2020 Q2	$382K	Sell	20,202 -3,588	-15%	-$66.7K	0.38%	66
2020 Q1	$346K	Sell	23,790 -20,002	-46%	-$474K	0.4%	56
2019 Q4	$1.31M	Buy	+43,792	New	+$1.3M	1.26%	24

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

Royal Harbor Partners's XLE Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 33,248 shares — an estimated $1.35M sold.

Royal Harbor Partners first reported a position in XLE in Q4 2019 and held it in 10 quarters. The position peaked at $1.38M in Q1 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 33,248 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $1.35M.
Royal Harbor Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Royal Harbor Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.38M in Q1 2023.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.