Geller Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Geller Advisors’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	$577K	Buy	+13,482	New	+$613K	0.04%	116

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

Geller Advisors's XLE Position: Q4 2024 in Review

Geller Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024: 13,482 shares worth $577K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings.

1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Geller Advisors held 13,482 shares of State Street Energy Select Sector SPDR ETF worth $577K as of Q4 2024.
State Street Energy Select Sector SPDR ETF was a new Geller Advisors position in Q4 2024.
State Street Energy Select Sector SPDR ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #116 holding.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.