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

Wipfli Financial Advisors’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 Q3	$213K	Buy	+5,906	New	+$223K	0.02%	433

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

Wipfli Financial Advisors's XLE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2022: 5,906 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

1,558 funds tracked by Wall St. Rank hold XLE as of Q3 2022.

Wipfli Financial Advisors held 5,906 shares of State Street Energy Select Sector SPDR ETF worth $213K as of Q3 2022.
State Street Energy Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Energy Select Sector SPDR ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #433 holding.
1,558 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.