Allen Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Allen Capital Group’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 Q4	–	Sell	-5,552	Closed	-$246K	–	187
2023 Q3	$246K	Sell	5,552 -114	-2%	-$4.99K	0.04%	147
2023 Q2	$230K	Sell	5,666 -204	-3%	-$8.31K	0.04%	160
2023 Q1	$243K	Buy	+5,870	New	+$251K	0.04%	155

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allen Capital Group's XLE Position: Q4 2023 in Review

Allen Capital Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 5,552 shares — an estimated $246K sold.

Allen Capital Group first reported a position in XLE in Q1 2023 and held it in 3 quarters. The position peaked at $246K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Allen Capital Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Allen Capital Group sold 5,552 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $246K.
Allen Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
Allen Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $246K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Allen Capital Group's 13F filing for Q4 2023, filed 30 Jan 2024.