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

Zions Bancorporation’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	-2,734	Closed	-$113K	–	915
2023 Q1	$113K	Hold	2,734	–	–	0.01%	343
2022 Q4	$120K	Hold	2,734	–	–	0.01%	344
2022 Q3	$98K	Buy	+2,734	New	+$103K	0.01%	357
2022 Q2	–	Sell	-1,066	Closed	-$41K	–	1168
2022 Q1	$41K	Buy	1,066 +66	+7%	+$2.29K	﹤0.01%	541
2021 Q4	$28K	Hold	1,000	–	–	﹤0.01%	563
2021 Q3	$26K	Hold	1,000	–	–	﹤0.01%	563
2021 Q2	$27K	Buy	+1,000	New	+$26K	﹤0.01%	532
2020 Q4	–	Sell	-758	Closed	-$11K	–	1042
2020 Q3	$11K	Buy	758 +58	+8%	+$1.03K	﹤0.01%	660
2020 Q2	$13K	Hold	700	–	–	﹤0.01%	582
2020 Q1	$10K	Hold	700	–	–	﹤0.01%	592
2019 Q4	$21K	Hold	700	–	–	﹤0.01%	598
2019 Q3	$21K	Hold	700	–	–	﹤0.01%	587
2019 Q2	$22K	Hold	700	–	–	﹤0.01%	534
2019 Q1	$23K	Hold	700	–	–	﹤0.01%	558
2018 Q4	$20K	Sell	700 -1,138	-62%	-$38.1K	0.01%	270
2018 Q3	$70K	Buy	1,838 +1,138	+163%	+$42.7K	0.02%	278
2018 Q2	$27K	Hold	700	–	–	0.02%	253
2018 Q1	$24K	Buy	+700	New	+$24.8K	0.01%	330
2017 Q4	–	Sell	-700	Closed	-$24K	–	986
2017 Q3	$24K	Sell	700 -950	-58%	-$30.9K	﹤0.01%	702
2017 Q2	$54K	Sell	1,650 -96	-5%	-$3.23K	0.01%	210
2017 Q1	$61K	Hold	1,746	–	–	0.01%	187
2016 Q4	$66K	Hold	1,746	–	–	0.01%	205
2016 Q3	$62K	Hold	1,746	–	–	0.01%	210
2016 Q2	$60K	Buy	1,746 +800	+85%	+$26.4K	0.01%	199
2016 Q1	$30K	Hold	946	–	–	0.01%	316
2015 Q4	$29K	Hold	946	–	–	0.01%	293
2015 Q3	$29K	Hold	946	–	–	0.01%	289
2015 Q2	$35K	Sell	946 -18	-2%	-$714	0.01%	185
2015 Q1	$38K	Buy	+964	New	+$37.3K	0.01%	271

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Zions Bancorporation's XLE Position: Q2 2023 in Review

Zions Bancorporation sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 2,734 shares — an estimated $113K sold.

Zions Bancorporation first reported a position in XLE in Q1 2015 and held it in 29 quarters. The position peaked at $120K in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Zions Bancorporation reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Zions Bancorporation sold 2,734 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $113K.
Zions Bancorporation first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 29 quarters.
Zions Bancorporation's State Street Energy Select Sector SPDR ETF position peaked at $120K in Q4 2022.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Zions Bancorporation's 13F filing for Q2 2023, filed 28 Jul 2023.