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Charles D. Hyman’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Charles D. Hyman’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
Q2 		$312K Sell
6,854
-300
-4% -$14K 0.02% 198
2024
Q1 		$338K Hold
7,154
– – 0.02% 198
2023
Q4 		$300K Hold
7,154
– – 0.02% 203
2023
Q3 		$323K Hold
7,154
– – 0.02% 190
2023
Q2 		$290K Sell
7,154
-168
-2% -$6.84K 0.02% 201
2023
Q1 		$303K Buy
+7,322
New +$313K 0.02% 199

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Charles D. Hyman's XLE Position: Q2 2024 in Review

Charles D. Hyman reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2024, selling an estimated $14K and leaving 6,854 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #198.

Charles D. Hyman first reported a position in XLE in Q1 2023 and has held it in 6 quarters since. The position peaked at $338K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Charles D. Hyman held 6,854 shares of State Street Energy Select Sector SPDR ETF worth $312K as of Q2 2024.
  • Charles D. Hyman sold 300 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $14K.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #198 holding.
  • Charles D. Hyman first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
  • Charles D. Hyman's State Street Energy Select Sector SPDR ETF position peaked at $338K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.