Walled Lake Planning & Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q3	–	Sell	-612	Closed	-$16K	–	351
2021 Q2	$16K	Sell	612 -30	-5%	-$780	0.01%	222
2021 Q1	$16K	Buy	+642	New	+$14.8K	0.01%	210

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XLE Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 612 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in XLE in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 612 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
Walled Lake Planning & Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $16K in Q2 2021.
1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.