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

EWA 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	–	Sell	-60,696	Closed	-$2.85M	–	166
2024 Q1	$2.85M	Buy	+60,696	New	+$2.61M	1.28%	18

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

EWA LLC's XLE Position: Q2 2024 in Review

EWA LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 60,696 shares — an estimated $2.85M sold.

EWA LLC first reported a position in XLE in Q1 2024 and held it in 1 quarter. The position peaked at $2.85M in Q1 2024. 1,809 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

EWA LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
EWA LLC sold 60,696 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $2.85M.
EWA LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
EWA LLC's State Street Energy Select Sector SPDR ETF position peaked at $2.85M in Q1 2024.
1,809 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on EWA LLC's 13F filing for Q2 2024, filed 24 Jul 2024.