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

Truepoint Inc’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
Q4 		– Sell
-6,382
Closed -$230K – 172
2022
Q3 		$230K Hold
6,382
– – 0.01% 140
2022
Q2 		$228K Buy
+6,382
New +$256K 0.01% 148

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Truepoint Inc's XLE Position: Q4 2022 in Review

Truepoint Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 6,382 shares — an estimated $230K sold.

Truepoint Inc first reported a position in XLE in Q2 2022 and held it in 2 quarters. The position peaked at $230K in Q3 2022. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

  • Truepoint Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 6,382 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $230K.
  • Truepoint Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Truepoint Inc's State Street Energy Select Sector SPDR ETF position peaked at $230K in Q3 2022.
  • 1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.