TimeScale Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

TimeScale Financial’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	$8.44K	Buy	208 +2	+1%	+$81	﹤0.01%	381
2023 Q1	$8.54K	Buy	206 +38	+23%	+$1.63K	﹤0.01%	363
2022 Q4	$6.05K	Hold	168	–	–	﹤0.01%	363
2022 Q3	$6K	Hold	168	–	–	﹤0.01%	372
2022 Q2	$6K	Hold	168	–	–	﹤0.01%	351
2022 Q1	$6K	Hold	168	–	–	﹤0.01%	368
2021 Q4	$5K	Hold	168	–	–	﹤0.01%	388
2021 Q3	$4K	Hold	168	–	–	﹤0.01%	402
2021 Q2	$5K	Hold	168	–	–	﹤0.01%	391
2021 Q1	$4K	Buy	+168	New	+$3.88K	﹤0.01%	411
2019 Q3	–	Sell	-500	Closed	-$16K	–	543
2019 Q2	$16K	Buy	+500	New	+$16K	0.01%	320

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

TimeScale Financial's XLE Position: Q2 2023 in Review

TimeScale Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.97% in Q2 2023, buying an estimated $81 and bringing the position to 208 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

TimeScale Financial first reported a position in XLE in Q2 2019 and has held it in 11 quarters since. The position peaked at $16K in Q2 2019. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

TimeScale Financial held 208 shares of State Street Energy Select Sector SPDR ETF worth $8.44K as of Q2 2023.
TimeScale Financial bought 2 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $81.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #381 holding.
TimeScale Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 11 quarters since.
TimeScale Financial's State Street Energy Select Sector SPDR ETF position peaked at $16K in Q2 2019.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.