Connectus Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Connectus Wealth’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 Q1	$8.71M	Sell	184,468 -4,160	-2%	-$179K	0.24%	95
2023 Q4	$7.91M	Sell	188,628 -79,858	-30%	-$3.41M	0.16%	127
2023 Q3	$12.1M	Buy	+268,486	New	+$11.7M	0.27%	92

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Connectus Wealth's XLE Position: Q1 2024 in Review

Connectus Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.2% in Q1 2024, selling an estimated $179K and leaving 184,468 shares worth $8.71M. The position accounts for 0.24% of the portfolio, ranked #95.

Connectus Wealth first reported a position in XLE in Q3 2023 and has held it in 3 quarters since. The position peaked at $12.1M in Q3 2023. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Connectus Wealth held 184,468 shares of State Street Energy Select Sector SPDR ETF worth $8.71M as of Q1 2024.
Connectus Wealth sold 4,160 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $179K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Connectus Wealth's portfolio in Q1 2024, its #95 holding.
Connectus Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 3 quarters since.
Connectus Wealth's State Street Energy Select Sector SPDR ETF position peaked at $12.1M in Q3 2023.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.