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Greenland Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Greenland Capital Management’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
Q3 		– Sell
-5,392
Closed -$246K – 452
2024
Q2 		$246K Sell
5,392
-2,128
-28% -$99.1K 0.04% 268
2024
Q1 		$355K Buy
+7,520
New +$323K 0.04% 279

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Greenland Capital Management's XLE Position: Q3 2024 in Review

Greenland Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 5,392 shares — an estimated $246K sold.

Greenland Capital Management first reported a position in XLE in Q1 2024 and held it in 2 quarters. The position peaked at $355K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Greenland Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Greenland Capital Management sold 5,392 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $246K.
  • Greenland Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Greenland Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $355K in Q1 2024.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Greenland Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.