Gruss & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gruss & 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
2024 Q2	–	Sell	-7,000	Closed	-$330K	–	23
2024 Q1	$330K	Buy	+7,000	New	+$301K	1.82%	16
2023 Q4	–	Sell	-35,000	Closed	-$1.58M	–	22
2023 Q3	$1.58M	Buy	+35,000	New	+$1.53M	13.39%	1
2021 Q1	–	Sell	-45,000	Closed	-$853K	–	32
2020 Q4	$853K	Hold	45,000	–	–	3.28%	9
2020 Q3	$674K	Buy	+45,000	New	+$799K	0.18%	10
2015 Q2	–	Sell	-10,000	Closed	-$388K	–	48
2015 Q1	$388K	Buy	+10,000	New	+$387K	0.41%	32

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Gruss & Co's XLE Position: Q2 2024 in Review

Gruss & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 7,000 shares — an estimated $330K sold.

Gruss & Co first reported a position in XLE in Q1 2015 and held it in 5 quarters. The position peaked at $1.58M in Q3 2023. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Gruss & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Gruss & Co sold 7,000 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $330K.
Gruss & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 5 quarters.
Gruss & Co's State Street Energy Select Sector SPDR ETF position peaked at $1.58M in Q3 2023.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Gruss & Co's 13F filing for Q2 2024, filed 8 Aug 2024.