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Fischer Investment Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fischer Investment Strategies’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
-50,686
Closed -$2.29M – 37
2023
Q3 		$2.29M Sell
50,686
-3,598
-7% -$157K 2.33% 14
2023
Q2 		$2.2M Buy
+54,284
New +$2.21M 2.02% 14

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fischer Investment Strategies's XLE Position: Q4 2023 in Review

Fischer Investment Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 50,686 shares — an estimated $2.29M sold.

Fischer Investment Strategies first reported a position in XLE in Q2 2023 and held it in 2 quarters. The position peaked at $2.29M in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Fischer Investment Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Fischer Investment Strategies sold 50,686 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $2.29M.
  • Fischer Investment Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Fischer Investment Strategies's State Street Energy Select Sector SPDR ETF position peaked at $2.29M in Q3 2023.
  • 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Fischer Investment Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.