Columbus Macro’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Columbus Macro’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	–	Sell	-19,930	Closed	-$901K	–	190
2024 Q2	$901K	Sell	19,930 -1,264	-6%	-$58.9K	0.35%	97
2024 Q1	$1M	Buy	+21,194	New	+$910K	0.38%	95
2023 Q1	–	Sell	-13,600	Closed	-$595K	–	178
2022 Q4	$595K	Buy	+13,600	New	+$592K	0.23%	110
2021 Q4	–	Sell	-32,160	Closed	-$838K	–	177
2021 Q3	$838K	Sell	32,160 -38	-0.1%	-$941	0.28%	100
2021 Q2	$867K	Buy	+32,198	New	+$837K	0.27%	102
2018 Q4	–	Sell	-21,866	Closed	-$828K	–	150
2018 Q3	$828K	Buy	+21,866	New	+$820K	0.21%	71

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

Columbus Macro's XLE Position: Q3 2024 in Review

Columbus Macro sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 19,930 shares — an estimated $901K sold.

Columbus Macro first reported a position in XLE in Q3 2018 and held it in 6 quarters. The position peaked at $1M in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Columbus Macro reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Columbus Macro sold 19,930 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $901K.
Columbus Macro first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
Columbus Macro's State Street Energy Select Sector SPDR ETF position peaked at $1M in Q1 2024.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Columbus Macro's 13F filing for Q3 2024, filed 18 Oct 2024.