Foster Dykema Cabot & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Foster Dykema Cabot & Co’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 Q3	$5K	Hold	116	–	–	﹤0.01%	282
2023 Q2	$5K	Hold	116	–	–	﹤0.01%	310
2023 Q1	$5K	Buy	+116	New	+$4.96K	﹤0.01%	211

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Foster Dykema Cabot & Co's XLE Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2023 at 116 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Foster Dykema Cabot & Co first reported a position in XLE in Q1 2023 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Foster Dykema Cabot & Co held 116 shares of State Street Energy Select Sector SPDR ETF worth $5K as of Q3 2023.
Foster Dykema Cabot & Co left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #282 holding.
Foster Dykema Cabot & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 3 quarters since.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.