D. Scott Neal’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

D. Scott Neal’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	-55,734	Closed	-$2.54M	–	67
2024 Q2	$2.54M	Buy	55,734 +872	+2%	+$40.6K	1.41%	15
2024 Q1	$2.59M	Buy	54,862 +2,500	+5%	+$107K	1.69%	14
2023 Q4	$2.2M	Buy	52,362 +1,860	+4%	+$79.5K	1.96%	12
2023 Q3	$2.28M	Buy	50,502 +36,558	+262%	+$1.6M	1.95%	13
2023 Q2	$566K	Buy	+13,944	New	+$568K	0.43%	32
2018 Q1	–	Sell	-400	Closed	-$14K	–	182
2017 Q4	$14K	Hold	400	–	–	0.01%	124
2017 Q3	$14K	Hold	400	–	–	0.01%	125
2017 Q2	$13K	Sell	400 -400	-50%	-$13.4K	0.01%	136
2017 Q1	$28K	Hold	800	–	–	0.02%	98
2016 Q4	$30K	Hold	800	–	–	0.02%	89
2016 Q3	$28K	Hold	800	–	–	0.02%	86
2016 Q2	$27K	Hold	800	–	–	0.02%	83
2016 Q1	$25K	Buy	+800	New	+$23.2K	0.02%	73

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

D. Scott Neal's XLE Position: Q3 2024 in Review

D. Scott Neal sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 55,734 shares — an estimated $2.54M sold.

D. Scott Neal first reported a position in XLE in Q1 2016 and held it in 13 quarters. The position peaked at $2.59M in Q1 2024. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

D. Scott Neal reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
D. Scott Neal sold 55,734 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $2.54M.
D. Scott Neal first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 13 quarters.
D. Scott Neal's State Street Energy Select Sector SPDR ETF position peaked at $2.59M in Q1 2024.
1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on D. Scott Neal's 13F filing for Q3 2024, filed 17 Oct 2024.