Belvedere Trading’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Belvedere Trading’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 Q3	–	Sell	-71,600	Closed	-$3.26M	–	974
2024 Q2	$3.26M	Buy	+71,600	New	+$3.33M	﹤0.01%	68
2023 Q2	–	Sell	-2,000	Closed	-$82.8K	–	1183
2023 Q1	$82.8K	Sell	2,000 -2,600	-57%	-$111K	﹤0.01%	496
2022 Q4	$201K	Sell	4,600 -2,400	-34%	-$104K	﹤0.01%	330
2022 Q3	$306K	Sell	7,000 -8,200	-54%	-$310K	0.01%	106
2022 Q2	$550K	Buy	+15,200	New	+$610K	0.02%	73
2021 Q4	–	Sell	-9,000	Closed	-$258K	–	649
2021 Q3	$258K	Buy	+9,000	New	+$223K	0.01%	208

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

Belvedere Trading's XLE Position: Q4 2024 in Review

Belvedere Trading sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 4,676 shares — an estimated $205K sold.

Belvedere Trading first reported a position in XLE in Q3 2021 and held it in 4 quarters. The position peaked at $1.56M in Q2 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Belvedere Trading reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Belvedere Trading sold 4,676 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $205K.
Belvedere Trading first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Belvedere Trading's State Street Energy Select Sector SPDR ETF position peaked at $1.56M in Q2 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Belvedere Trading's 13F filing for Q4 2024, filed 31 Jan 2025.