Clear Point Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-940
Closed -$41.3K 539
2024
Q3
$41.3K Buy
940
+8
+0.9% +$358 0.03% 215
2024
Q2
$42.5K Buy
932
+6
+0.6% +$279 0.03% 207
2024
Q1
$43.7K Buy
926
+8
+0.9% +$344 0.04% 211
2023
Q4
$38.5K Buy
+918
New +$39.3K 0.03% 208

Other funds holding XLE

Clear Point Advisors's XLE Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 940 shares — an estimated $41.3K sold.

Clear Point Advisors first reported a position in XLE in Q4 2023 and held it in 4 quarters. The position peaked at $43.7K in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Clear Point Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 940 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $41.3K.
  • Clear Point Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street Energy Select Sector SPDR ETF position peaked at $43.7K in Q1 2024.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.