Cary Street Partners Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Cary Street Partners Asset Management's XLE Position: Q3 2024 in Review
Cary Street Partners Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q3 2024, selling an estimated $88.2K and leaving 12,616 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #142.
Cary Street Partners Asset Management first reported a position in XLE in Q4 2021 and has held it in 12 quarters since. The position peaked at $962K in Q4 2022. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.
- Cary Street Partners Asset Management held 12,616 shares of State Street Energy Select Sector SPDR ETF worth $554K as of Q3 2024.
- Cary Street Partners Asset Management sold 1,974 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $88.2K.
- State Street Energy Select Sector SPDR ETF made up 0.07% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #142 holding.
- Cary Street Partners Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
- Cary Street Partners Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $962K in Q4 2022.
- 1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.
Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.