Tiedemann Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tiedemann 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	-23,534	Closed	-$975K	–	271
2023 Q1	$975K	Buy	+23,534	New	+$1.01M	0.04%	112
2022 Q3	–	Sell	-105,572	Closed	-$3.77M	–	249
2022 Q2	$3.77M	Sell	105,572 -27,400	-21%	-$1.1M	0.28%	45
2022 Q1	$5.08M	Sell	132,972 -206,678	-61%	-$7.16M	0.26%	48
2021 Q4	$4.46M	Buy	339,650 +200,000	+143%	+$5.65M	0.22%	56
2021 Q3	$3.64M	Sell	139,650 -2,000	-1%	-$49.5K	0.19%	57
2021 Q2	$3.81M	Hold	141,650	–	–	0.15%	71
2021 Q1	$3.48M	Hold	141,650	–	–	0.15%	70
2020 Q4	$2.68M	Buy	+141,650	New	+$2.44M	0.13%	81
2017 Q4	–	Sell	-25,800	Closed	-$883K	–	348
2017 Q3	$883K	Hold	25,800	–	–	0.08%	161
2017 Q2	$837K	Buy	+25,800	New	+$867K	0.06%	236
2017 Q1	–	Sell	-28,268	Closed	-$1.06M	–	420
2016 Q4	$1.06M	Sell	28,268 -15,668	-36%	-$567K	0.11%	143
2016 Q3	$1.54M	Buy	+43,936	New	+$1.51M	0.32%	38
2015 Q4	–	Sell	-16,248	Closed	-$497K	–	59
2015 Q3	$497K	Sell	16,248 -142,006	-90%	-$4.79M	0.38%	32
2015 Q2	$5.96M	Buy	+158,254	New	+$6.28M	6.11%	4

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

Tiedemann Advisors's XLE Position: Q2 2023 in Review

Tiedemann Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 23,534 shares — an estimated $975K sold.

Tiedemann Advisors first reported a position in XLE in Q2 2015 and held it in 14 quarters. The position peaked at $5.96M in Q2 2015. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Tiedemann Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Tiedemann Advisors sold 23,534 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $975K.
Tiedemann Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and held it in 14 quarters.
Tiedemann Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.96M in Q2 2015.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.