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Ables Iannone Moore & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-250
Closed -$10.5K – 296
2023
Q4 		$10.5K Buy
+250
New +$10.7K 0.01% 181

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ables Iannone Moore & Associates's XLE Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 250 shares — an estimated $10.5K sold.

Ables Iannone Moore & Associates first reported a position in XLE in Q4 2023 and held it in 1 quarter. The position peaked at $10.5K in Q4 2023. 1,816 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 250 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $10.5K.
  • Ables Iannone Moore & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's State Street Energy Select Sector SPDR ETF position peaked at $10.5K in Q4 2023.
  • 1,816 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.