B&D White Capital Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

B&D White Capital Company’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 Q4	–	Sell	-5,304	Closed	-$233K	–	92
2024 Q3	$233K	Sell	5,304 -60,374	-92%	-$2.7M	0.04%	68
2024 Q2	$2.99M	Sell	65,678 -29,480	-31%	-$1.37M	0.63%	13
2024 Q1	$4.49M	Sell	95,158 -8,504	-8%	-$365K	1%	16
2023 Q4	$4.35M	Buy	+103,662	New	+$4.43M	1.35%	17
2023 Q3	–	Sell	-92,742	Closed	-$3.76M	–	82
2023 Q2	$3.76M	Buy	92,742 +77,778	+520%	+$3.17M	1.3%	16
2023 Q1	$620K	Sell	14,964 -134,730	-90%	-$5.76M	0.21%	39
2022 Q4	$6.55M	Buy	149,694 +2,202	+1%	+$95.9K	1.64%	14
2022 Q3	$5.31M	Buy	147,492 +3,556	+2%	+$134K	1.99%	12
2022 Q2	$5.15M	Buy	143,936 +114,718	+393%	+$4.6M	2.19%	10
2022 Q1	$1.12M	Buy	+29,218	New	+$1.01M	0.36%	32
2021 Q3	–	Sell	-252,986	Closed	-$6.81M	–	79
2021 Q2	$6.81M	Buy	252,986 +23,548	+10%	+$612K	3.03%	8
2021 Q1	$5.52M	Buy	+229,438	New	+$5.29M	2.94%	6

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B&D White Capital Company's XLE Position: Q4 2024 in Review

B&D White Capital Company sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,304 shares — an estimated $233K sold.

B&D White Capital Company first reported a position in XLE in Q1 2021 and held it in 12 quarters. The position peaked at $6.81M in Q2 2021. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

B&D White Capital Company reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 5,304 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $233K.
B&D White Capital Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
B&D White Capital Company's State Street Energy Select Sector SPDR ETF position peaked at $6.81M in Q2 2021.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.