Arden Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Arden Trust’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 Q2	–	Sell	-4,890	Closed	-$231K	–	254
2024 Q1	$231K	Hold	4,890	–	–	0.03%	229
2023 Q4	$205K	Hold	4,890	–	–	0.03%	240
2023 Q3	$221K	Buy	+4,890	New	+$214K	0.04%	221
2023 Q2	–	Sell	-4,890	Closed	-$203K	–	297
2023 Q1	$203K	Hold	4,890	–	–	0.04%	274
2022 Q4	$214K	Buy	+4,890	New	+$213K	0.04%	248

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Arden Trust's XLE Position: Q2 2024 in Review

Arden Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 4,890 shares — an estimated $231K sold.

Arden Trust first reported a position in XLE in Q4 2022 and held it in 5 quarters. The position peaked at $231K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Arden Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Arden Trust sold 4,890 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $231K.
Arden Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Arden Trust's State Street Energy Select Sector SPDR ETF position peaked at $231K in Q1 2024.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.