Axiom Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$7.69M Buy
172,112
+88,056
+105% +$3.94M 0.07% 47
2024
Q2
$3.91M Buy
+84,056
New +$3.92M 0.04% 65

Other funds holding XLE

Axiom Advisory's XLE Position: Q3 2024 in Review

Axiom Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 105% in Q3 2024, buying an estimated $3.94M and bringing the position to 172,112 shares worth $7.69M. The position accounts for 0.07% of the portfolio, ranked #47.

Axiom Advisory first reported a position in XLE in Q2 2024 and has held it in 2 quarters since. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Axiom Advisory held 172,112 shares of State Street Energy Select Sector SPDR ETF worth $7.69M as of Q3 2024.
  • Axiom Advisory bought 88,056 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $3.94M.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Axiom Advisory's portfolio in Q3 2024, its #47 holding.
  • Axiom Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.