S.C. Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

S.C. Financial Services’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 Q4	$452K	Buy	10,346 +4,152	+67%	+$181K	0.7%	46
2022 Q3	$223K	Hold	6,194	–	–	0.35%	99
2022 Q2	$221K	Hold	6,194	–	–	0.34%	102
2022 Q1	$237K	Buy	+6,194	New	+$215K	0.3%	100

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

S.C. Financial Services's XLE Position: Q4 2022 in Review

S.C. Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 67% in Q4 2022, buying an estimated $181K and bringing the position to 10,346 shares worth $452K. The position accounts for 0.7% of the portfolio, ranked #46.

S.C. Financial Services first reported a position in XLE in Q1 2022 and has held it in 4 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

S.C. Financial Services held 10,346 shares of State Street Energy Select Sector SPDR ETF worth $452K as of Q4 2022.
S.C. Financial Services bought 4,152 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $181K.
State Street Energy Select Sector SPDR ETF made up 0.7% of S.C. Financial Services's portfolio in Q4 2022, its #46 holding.
S.C. Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 4 quarters since.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.