Dearborn Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dearborn Partners’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	–	Sell	-5,196	Closed	-$228K	–	277
2024 Q3	$228K	Hold	5,196	–	–	0.01%	254
2024 Q2	$237K	Buy	5,196 +258	+5%	+$12K	0.01%	240
2024 Q1	$233K	Buy	+4,938	New	+$212K	0.01%	247
2019 Q3	–	Sell	-8,292	Closed	-$264K	–	250
2019 Q2	$264K	Sell	8,292 -76	-0.9%	-$2.43K	0.02%	175
2019 Q1	$277K	Hold	8,368	–	–	0.02%	165
2018 Q4	$240K	Buy	8,368 +692	+9%	+$23.2K	0.02%	165
2018 Q3	$291K	Buy	+7,676	New	+$288K	0.02%	156

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

Dearborn Partners's XLE Position: Q4 2024 in Review

Dearborn Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,196 shares — an estimated $228K sold.

Dearborn Partners first reported a position in XLE in Q3 2018 and held it in 7 quarters. The position peaked at $291K in Q3 2018. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Dearborn Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Dearborn Partners sold 5,196 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $228K.
Dearborn Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 7 quarters.
Dearborn Partners's State Street Energy Select Sector SPDR ETF position peaked at $291K in Q3 2018.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Dearborn Partners's 13F filing for Q4 2024, filed 7 Feb 2025.