First Trust Direct Indexing’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Trust Direct Indexing’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	-6,642	Closed	-$292K	–	948
2024 Q3	$292K	Sell	6,642 -1,548	-19%	-$69.2K	0.02%	748
2024 Q2	$373K	Buy	+8,190	New	+$381K	0.02%	578

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

First Trust Direct Indexing's XLE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 6,642 shares — an estimated $292K sold.

First Trust Direct Indexing first reported a position in XLE in Q2 2024 and held it in 2 quarters. The position peaked at $373K in Q2 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

First Trust Direct Indexing reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,642 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $292K.
First Trust Direct Indexing first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
First Trust Direct Indexing's State Street Energy Select Sector SPDR ETF position peaked at $373K in Q2 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.