EMFO LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

EMFO LLC’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 Q2	$12.7K	Buy	278 +44	+19%	+$2.05K	0.01%	215
2024 Q1	$11K	Buy	234 +2	+0.9%	+$86	0.01%	225
2023 Q4	$9.73K	Buy	+232	New	+$9.92K	0.01%	231
2023 Q1	–	Sell	-5,500	Closed	-$241K	–	321
2022 Q4	$241K	Hold	5,500	–	–	0.24%	74
2022 Q3	$198K	Hold	5,500	–	–	0.19%	94
2022 Q2	$197K	Sell	5,500 -1,000	-15%	-$40.1K	0.2%	86
2022 Q1	$248K	Sell	6,500 -3,500	-35%	-$121K	0.23%	87
2021 Q4	$278K	Buy	+10,000	New	+$283K	0.25%	85

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

EMFO LLC's XLE Position: Q2 2024 in Review

EMFO LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2024, buying an estimated $2.05K and bringing the position to 278 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #215.

EMFO LLC first reported a position in XLE in Q4 2021 and has held it in 8 quarters since. The position peaked at $278K in Q4 2021. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

EMFO LLC held 278 shares of State Street Energy Select Sector SPDR ETF worth $12.7K as of Q2 2024.
EMFO LLC bought 44 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $2.05K.
State Street Energy Select Sector SPDR ETF made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #215 holding.
EMFO LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
EMFO LLC's State Street Energy Select Sector SPDR ETF position peaked at $278K in Q4 2021.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.