Benedetti & Gucer’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Benedetti & Gucer’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	$379K	Sell	8,030 -3,028	-27%	-$130K	0.19%	91
2023 Q4	$464K	Sell	11,058 -500	-4%	-$21.4K	0.24%	76
2023 Q3	$522K	Sell	11,558 -306	-3%	-$13.4K	0.29%	66
2023 Q2	$482K	Sell	11,864 -138	-1%	-$5.62K	0.25%	72
2023 Q1	$497K	Sell	12,002 -4,398	-27%	-$188K	0.29%	64
2022 Q4	$717K	Sell	16,400 -15,952	-49%	-$694K	0.52%	38
2022 Q3	$1.17M	Sell	32,352 -32,884	-50%	-$1.24M	0.92%	21
2022 Q2	$2.33M	Buy	65,236 +57,148	+707%	+$2.29M	1.58%	17
2022 Q1	$309K	Buy	+8,088	New	+$280K	0.21%	69

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

Benedetti & Gucer's XLE Position: Q1 2024 in Review

Benedetti & Gucer reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q1 2024, selling an estimated $130K and leaving 8,030 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #91.

Benedetti & Gucer first reported a position in XLE in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.33M in Q2 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Benedetti & Gucer held 8,030 shares of State Street Energy Select Sector SPDR ETF worth $379K as of Q1 2024.
Benedetti & Gucer sold 3,028 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $130K.
State Street Energy Select Sector SPDR ETF made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #91 holding.
Benedetti & Gucer first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 9 quarters since.
Benedetti & Gucer's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q2 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.