Southern Farm Bureau Life Insurance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Southern Farm Bureau Life Insurance’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	-124,420	Closed	-$5.44M	–	19
2022 Q4	$5.44M	Hold	124,420	–	–	0.87%	15
2022 Q3	$4.48M	Hold	124,420	–	–	0.74%	17
2022 Q2	$4.45M	Sell	124,420 -13,000	-9%	-$522K	0.66%	17
2022 Q1	$5.25M	Hold	137,420	–	–	0.74%	18
2021 Q4	$3.81M	Buy	137,420 +5,000	+4%	+$141K	0.52%	21
2021 Q3	$3.45M	Sell	132,420 -81,780	-38%	-$2.03M	0.51%	21
2021 Q2	$5.77M	Buy	214,200 +4,000	+2%	+$104K	0.79%	19
2021 Q1	$5.16M	Buy	+210,200	New	+$4.85M	0.87%	21

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Southern Farm Bureau Life Insurance's XLE Position: Q1 2023 in Review

Southern Farm Bureau Life Insurance sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 124,420 shares — an estimated $5.44M sold.

Southern Farm Bureau Life Insurance first reported a position in XLE in Q1 2021 and held it in 8 quarters. The position peaked at $5.77M in Q2 2021. 1,664 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Southern Farm Bureau Life Insurance reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Southern Farm Bureau Life Insurance sold 124,420 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $5.44M.
Southern Farm Bureau Life Insurance first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
Southern Farm Bureau Life Insurance's State Street Energy Select Sector SPDR ETF position peaked at $5.77M in Q2 2021.
1,664 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q1 2023, filed 24 Apr 2023.