Evelyn V. Moreno’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evelyn V. Moreno’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
2023 Q4	–	Sell	-5,000	Closed	-$226K	–	151
2023 Q3	$226K	Sell	5,000 -1,000	-17%	-$43.8K	0.05%	127
2023 Q2	$244K	Hold	6,000	–	–	0.05%	106
2023 Q1	$248K	Hold	6,000	–	–	0.06%	104
2022 Q4	$262K	Buy	+6,000	New	+$261K	0.06%	141
2022 Q3	–	Sell	-6,500	Closed	-$232K	–	161
2022 Q2	$232K	Hold	6,500	–	–	0.05%	139
2022 Q1	$248K	Buy	+6,500	New	+$225K	0.05%	98
2020 Q4	–	Sell	-95,200	Closed	-$1.43M	–	66
2020 Q3	$1.43M	Hold	95,200	–	–	0.39%	50
2020 Q2	$1.8M	Buy	95,200 +8,500	+10%	+$158K	0.52%	48
2020 Q1	$1.26M	Buy	+86,700	New	+$2.06M	0.43%	50

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn V. Moreno's XLE Position: Q4 2023 in Review

Evelyn V. Moreno sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 5,000 shares — an estimated $226K sold.

Evelyn V. Moreno first reported a position in XLE in Q1 2020 and held it in 9 quarters. The position peaked at $1.8M in Q2 2020. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Evelyn V. Moreno reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Evelyn V. Moreno sold 5,000 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $226K.
Evelyn V. Moreno first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
Evelyn V. Moreno's State Street Energy Select Sector SPDR ETF position peaked at $1.8M in Q2 2020.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.