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

TRUADVICE’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	-5,512	Closed	-$210K	–	155
2022 Q1	$210K	Buy	+5,512	New	+$191K	0.12%	132
2021 Q3	–	Sell	-36,564	Closed	-$901K	–	294
2021 Q2	$901K	Buy	36,564 +9,812	+37%	+$255K	0.2%	112
2021 Q1	$678K	Buy	+26,752	New	+$617K	0.2%	101

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUADVICE's XLE Position: Q2 2022 in Review

TRUADVICE sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 5,512 shares — an estimated $210K sold.

TRUADVICE first reported a position in XLE in Q1 2021 and held it in 3 quarters. The position peaked at $901K in Q2 2021. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

TRUADVICE reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
TRUADVICE sold 5,512 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $210K.
TRUADVICE first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 3 quarters.
TRUADVICE's State Street Energy Select Sector SPDR ETF position peaked at $901K in Q2 2021.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on TRUADVICE's 13F filing for Q2 2022, filed 11 Aug 2022.