Bridge Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bridge Advisory’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	$306K	Buy	6,972 +44	+0.6%	+$1.97K	0.15%	82
2024 Q2	$316K	Sell	6,928 -92	-1%	-$4.29K	0.16%	78
2024 Q1	$331K	Sell	7,020 -762	-10%	-$32.7K	0.16%	83
2023 Q4	$326K	Sell	7,782 -6,018	-44%	-$257K	0.16%	86
2023 Q3	$624K	Sell	13,800 -3,260	-19%	-$143K	0.22%	82
2023 Q2	$692K	Sell	17,060 -726	-4%	-$29.6K	0.25%	72
2023 Q1	$737K	Sell	17,786 -1,784	-9%	-$76.3K	0.28%	65
2022 Q4	$856K	Buy	+19,570	New	+$852K	0.36%	62

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Bridge Advisory's XLE Position: Q3 2024 in Review

Bridge Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.64% in Q3 2024, buying an estimated $1.97K and bringing the position to 6,972 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #82.

Bridge Advisory first reported a position in XLE in Q4 2022 and has held it in 8 quarters since. The position peaked at $856K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Bridge Advisory held 6,972 shares of State Street Energy Select Sector SPDR ETF worth $306K as of Q3 2024.
Bridge Advisory bought 44 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $1.97K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Bridge Advisory's portfolio in Q3 2024, its #82 holding.
Bridge Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Bridge Advisory's State Street Energy Select Sector SPDR ETF position peaked at $856K in Q4 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.