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

Clear Rock Advisors’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	$1.75M	Hold	38,400	–	–	0.75%	45
2024 Q1	$1.81M	Hold	38,400	–	–	0.79%	41
2023 Q4	$1.6M	Buy	+38,400	New	+$1.64M	0.72%	43

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Clear Rock Advisors's XLE Position: Q2 2024 in Review

Clear Rock Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2024 at 38,400 shares worth $1.75M. The position accounts for 0.75% of the portfolio, ranked #45.

Clear Rock Advisors first reported a position in XLE in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.81M in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Clear Rock Advisors held 38,400 shares of State Street Energy Select Sector SPDR ETF worth $1.75M as of Q2 2024.
Clear Rock Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Energy Select Sector SPDR ETF made up 0.75% of Clear Rock Advisors's portfolio in Q2 2024, its #45 holding.
Clear Rock Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
Clear Rock Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.81M 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 Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.