Bay Rivers Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bay Rivers Group’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	-67,386	Closed	-$2.96M	–	91
2024 Q3	$2.96M	Sell	67,386 -318	-0.5%	-$14.2K	1.47%	25
2024 Q2	$3.09M	Buy	67,704 +650	+1%	+$30.3K	1.6%	26
2024 Q1	$3.17M	Sell	67,054 -2,006	-3%	-$86.2K	1.74%	26
2023 Q4	$2.89M	Sell	69,060 -1,132	-2%	-$48.4K	1.82%	25
2023 Q3	$3.17M	Buy	70,192 +1,266	+2%	+$55.4K	2.44%	15
2023 Q2	$2.8M	Buy	68,926 +426	+0.6%	+$17.4K	2.1%	20
2023 Q1	$2.84M	Buy	+68,500	New	+$2.93M	2.48%	16
2020 Q1	–	Sell	-38,482	Closed	-$1.16M	–	70
2019 Q4	$1.16M	Buy	+38,482	New	+$1.14M	1.12%	31

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Bay Rivers Group's XLE Position: Q4 2024 in Review

Bay Rivers Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 67,386 shares — an estimated $2.96M sold.

Bay Rivers Group first reported a position in XLE in Q4 2019 and held it in 8 quarters. The position peaked at $3.17M in Q3 2023. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Bay Rivers Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Bay Rivers Group sold 67,386 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $2.96M.
Bay Rivers Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 8 quarters.
Bay Rivers Group's State Street Energy Select Sector SPDR ETF position peaked at $3.17M in Q3 2023.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Bay Rivers Group's 13F filing for Q4 2024, filed 22 Jan 2025.