Column Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Column Capital 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
2023 Q3	$274K	Hold	6,064	–	–	0.04%	118
2023 Q2	$246K	Hold	6,064	–	–	0.03%	124
2023 Q1	$251K	Hold	6,064	–	–	0.04%	118
2022 Q4	$265K	Hold	6,064	–	–	0.04%	102
2022 Q3	$218K	Hold	6,064	–	–	0.05%	110
2022 Q2	$217K	Buy	+6,064	New	+$243K	0.04%	110
2020 Q3	–	Sell	-200	Closed	-$3K	–	881
2020 Q2	$3K	Buy	+200	New	+$3.72K	﹤0.01%	646

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Column Capital Advisors's XLE Position: Q3 2023 in Review

Column Capital Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2023 at 6,064 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #118.

Column Capital Advisors first reported a position in XLE in Q2 2020 and has held it in 7 quarters since. 1,712 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Column Capital Advisors held 6,064 shares of State Street Energy Select Sector SPDR ETF worth $274K as of Q3 2023.
Column Capital Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Energy Select Sector SPDR ETF made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #118 holding.
Column Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 7 quarters since.
1,712 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.