Antonetti Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Antonetti Capital Management’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 Q3	$25.3K	Buy	560 +160	+40%	+$7K	0.04%	138
2023 Q2	$16.2K	Hold	400	–	–	0.02%	186
2023 Q1	$16.6K	Hold	400	–	–	0.02%	186
2022 Q4	$17.5K	Sell	400 -328	-45%	-$14.3K	0.02%	178
2022 Q3	$26K	Sell	728 -400	-35%	-$15.1K	0.03%	141
2022 Q2	$40K	Sell	1,128 -56	-5%	-$2.25K	0.04%	117
2022 Q1	$45K	Sell	1,184 -2,546	-68%	-$88.2K	0.04%	125
2021 Q4	$104K	Sell	3,730 -530	-12%	-$15K	0.08%	115
2021 Q3	$111K	Buy	+4,260	New	+$106K	0.09%	115
2014 Q3	$2.02M	Sell	44,474 -26,922	-38%	-$1.3M	3.53%	8
2014 Q2	$3.57M	Buy	71,396 +39,940	+127%	+$1.89M	2.8%	12
2014 Q1	$1.4M	Sell	31,456 -9,468	-23%	-$408K	1.22%	26
2013 Q4	$1.81M	Sell	40,924 -3,836	-9%	-$165K	1.64%	18
2013 Q3	$1.86M	Buy	44,760 +600	+1%	+$24.7K	1.88%	15
2013 Q2	$1.73M	Buy	+44,160	New	+$1.75M	1.9%	13

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Antonetti Capital Management's XLE Position: Q3 2023 in Review

Antonetti Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 40% in Q3 2023, buying an estimated $7K and bringing the position to 560 shares worth $25.3K. The position accounts for 0.04% of the portfolio, ranked #138.

Antonetti Capital Management first reported a position in XLE in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.57M in Q2 2014. 1,712 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Antonetti Capital Management held 560 shares of State Street Energy Select Sector SPDR ETF worth $25.3K as of Q3 2023.
Antonetti Capital Management bought 160 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #138 holding.
Antonetti Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $3.57M in Q2 2014.
1,712 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.