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

Criterion 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
2024 Q4	$974K	Hold	21,364	–	–	0.61%	41
2024 Q3	$974K	Hold	21,364	–	–	0.61%	41
2024 Q2	$974K	Buy	21,364 +11,646	+120%	+$542K	0.61%	41
2024 Q1	$459K	Buy	9,718 +22	+0.2%	+$945	0.31%	55
2023 Q4	$406K	Buy	+9,696	New	+$415K	0.3%	59

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Criterion Capital Advisors's XLE Position: Q4 2024 in Review

Criterion Capital Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2024 at 21,364 shares worth $974K. The position accounts for 0.61% of the portfolio, ranked #41.

Criterion Capital Advisors first reported a position in XLE in Q4 2023 and has held it in 5 quarters since. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Criterion Capital Advisors held 21,364 shares of State Street Energy Select Sector SPDR ETF worth $974K as of Q4 2024.
Criterion Capital Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Energy Select Sector SPDR ETF made up 0.61% of Criterion Capital Advisors's portfolio in Q4 2024, its #41 holding.
Criterion Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.