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

Barden 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
2024 Q1	–	Sell	-8,964	Closed	-$405K	–	74
2023 Q4	$405K	Hold	8,964	–	–	0.33%	62
2023 Q3	$405K	Buy	+8,964	New	+$392K	0.39%	60
2023 Q2	–	Sell	-43,244	Closed	-$1.79M	–	72
2023 Q1	$1.79M	Buy	43,244 +258	+0.6%	+$11K	1.71%	19
2022 Q4	$1.88M	Buy	42,986 +1,744	+4%	+$75.9K	1.93%	18
2022 Q3	$1.49M	Buy	+41,242	New	+$1.56M	1.73%	20

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Barden Capital Management's XLE Position: Q1 2024 in Review

Barden Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 8,964 shares — an estimated $405K sold.

Barden Capital Management first reported a position in XLE in Q3 2022 and held it in 5 quarters. The position peaked at $1.88M in Q4 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Barden Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Barden Capital Management sold 8,964 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $405K.
Barden Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Barden Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.88M in Q4 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Barden Capital Management's 13F filing for Q1 2024, filed 9 May 2024.