Stuart Chaussee & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stuart Chaussee & Associates’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	-510	Closed	-$19K	–	172
2022 Q1	$19K	Hold	510	–	–	0.01%	87
2021 Q4	$14K	Buy	+510	New	+$14.4K	0.01%	103
2017 Q1	–	Sell	-229,750	Closed	-$8.65M	–	90
2016 Q4	$8.65M	Buy	229,750 +202,630	+747%	+$7.33M	6.7%	4
2016 Q3	$957K	Hold	27,120	–	–	0.78%	7
2016 Q2	$930K	Buy	27,120 +17,150	+172%	+$566K	0.76%	8
2016 Q1	$310K	Buy	+9,970	New	+$289K	0.28%	11

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stuart Chaussee & Associates's XLE Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 510 shares — an estimated $19K sold.

Stuart Chaussee & Associates first reported a position in XLE in Q1 2016 and held it in 6 quarters. The position peaked at $8.65M in Q4 2016. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Stuart Chaussee & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 510 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $19K.
Stuart Chaussee & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 6 quarters.
Stuart Chaussee & Associates's State Street Energy Select Sector SPDR ETF position peaked at $8.65M in Q4 2016.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.