Ten Capital Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-4,624	Closed	-$192K	–	548
2023 Q1	$192K	Buy	4,624 +3,936	+572%	+$168K	0.06%	111
2022 Q4	$30.1K	Hold	688	–	–	0.01%	226
2022 Q3	$25K	Hold	688	–	–	0.01%	221
2022 Q2	$25K	Sell	688 -24	-3%	-$963	0.01%	187
2022 Q1	$27K	Hold	712	–	–	0.01%	185
2021 Q4	$20K	Hold	712	–	–	0.01%	219
2021 Q3	$19K	Sell	712 -138,720	-99%	-$3.44M	0.01%	209
2021 Q2	$3.76M	Buy	139,432 +1,732	+1%	+$45K	0.85%	32
2021 Q1	$3.38M	Buy	137,700 +20,700	+18%	+$478K	0.82%	37
2020 Q4	$2.22M	Buy	117,000 +2,686	+2%	+$46.3K	0.62%	49
2020 Q3	$1.71M	Buy	+114,314	New	+$2.03M	0.58%	52

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Ten Capital Wealth Advisors's XLE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 4,624 shares — an estimated $192K sold.

Ten Capital Wealth Advisors first reported a position in XLE in Q3 2020 and held it in 11 quarters. The position peaked at $3.76M in Q2 2021. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 4,624 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $192K.
Ten Capital Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.76M in Q2 2021.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.