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

William Harnisch’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	-20,000	Closed	-$828K	–	40
2023 Q1	$828K	Buy	+20,000	New	+$855K	0.05%	19
2021 Q2	–	Sell	-20,000	Closed	-$491K	–	61
2021 Q1	$491K	Buy	+20,000	New	+$461K	0.05%	26
2020 Q1	–	Sell	-60,000	Closed	-$1.8M	–	69
2019 Q4	$1.8M	Buy	+60,000	New	+$1.78M	0.37%	25

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

William Harnisch's XLE Position: Q2 2023 in Review

William Harnisch sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 20,000 shares — an estimated $828K sold.

William Harnisch first reported a position in XLE in Q4 2019 and held it in 3 quarters. The position peaked at $1.8M in Q4 2019. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

William Harnisch reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
William Harnisch sold 20,000 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $828K.
William Harnisch first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
William Harnisch's State Street Energy Select Sector SPDR ETF position peaked at $1.8M in Q4 2019.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Peconic Partners's 13F filing for Q2 2023, filed 14 Aug 2023.