Sand Hill Global Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sand Hill Global 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 Q2	–	Sell	-10,316	Closed	-$394K	–	170
2022 Q1	$394K	Hold	10,316	–	–	0.02%	118
2021 Q4	$286K	Hold	10,316	–	–	0.02%	133
2021 Q3	$269K	Buy	+10,316	New	+$256K	0.02%	133
2018 Q2	–	Sell	-82,438	Closed	-$2.78M	–	108
2018 Q1	$2.78M	Sell	82,438 -872,896	-91%	-$30.9M	2.68%	11
2017 Q4	$34.5M	Buy	955,334 +27,408	+3%	+$943K	3.43%	9
2017 Q3	$31.8M	Buy	927,926 +23,766	+3%	+$773K	3.39%	9
2017 Q2	$29.3M	Buy	904,160 +16,074	+2%	+$540K	3.34%	9
2017 Q1	$31M	Buy	888,086 +67,528	+8%	+$2.44M	4.02%	7
2016 Q4	$30.9M	Buy	820,558 +796,842	+3,360%	+$28.8M	4.25%	7
2016 Q3	$838K	Buy	23,716 +1,678	+8%	+$57.5K	0.13%	52
2016 Q2	$752K	Hold	22,038	–	–	0.12%	53
2016 Q1	$682K	Sell	22,038 -9,034	-29%	-$262K	0.1%	55
2015 Q4	$937K	Sell	31,072 -603,430	-95%	-$19.9M	0.15%	56
2015 Q3	$19.4M	Buy	634,502 +25,176	+4%	+$848K	3.1%	10
2015 Q2	$22.9M	Buy	609,326 +24,310	+4%	+$965K	3.72%	9
2015 Q1	$22.7M	Buy	+585,016	New	+$22.7M	3.7%	9

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sand Hill Global Advisors's XLE Position: Q2 2022 in Review

Sand Hill Global Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 10,316 shares — an estimated $394K sold.

Sand Hill Global Advisors first reported a position in XLE in Q1 2015 and held it in 16 quarters. The position peaked at $34.5M in Q4 2017. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Sand Hill Global Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Sand Hill Global Advisors sold 10,316 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $394K.
Sand Hill Global Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 16 quarters.
Sand Hill Global Advisors's State Street Energy Select Sector SPDR ETF position peaked at $34.5M in Q4 2017.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Sand Hill Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.