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

Gyroscope Capital Management Group’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	$2.3M	Buy	50,986 +2,122	+4%	+$92.8K	0.53%	45
2023 Q2	$1.98M	Buy	48,864 +2,722	+6%	+$111K	0.46%	53
2023 Q1	$1.91M	Buy	46,142 +6,588	+17%	+$282K	0.49%	49
2022 Q4	$1.73M	Sell	39,554 -5,574	-12%	-$243K	0.52%	45
2022 Q3	$1.63M	Buy	45,128 +1,082	+2%	+$40.9K	0.63%	40
2022 Q2	$1.57M	Sell	44,046 -1,456	-3%	-$58.4K	0.54%	41
2022 Q1	$1.74M	Buy	45,502 +1,430	+3%	+$49.5K	0.6%	39
2021 Q4	$1.22M	Buy	44,072 +9,842	+29%	+$278K	0.43%	56
2021 Q3	$892K	Buy	34,230 +3,776	+12%	+$93.5K	0.34%	65
2021 Q2	$820K	Buy	30,454 +3,616	+13%	+$94K	0.29%	65
2021 Q1	$658K	Buy	26,838 +6,344	+31%	+$146K	0.26%	74
2020 Q4	$388K	Sell	20,494 -922	-4%	-$15.9K	0.17%	102
2020 Q3	$321K	Buy	21,416 +526	+3%	+$9.34K	0.15%	104
2020 Q2	$395K	Sell	20,890 -9,196	-31%	-$171K	0.18%	97
2020 Q1	$437K	Buy	30,086 +9,566	+47%	+$227K	0.21%	94
2019 Q4	$616K	Sell	20,520 -2,844	-12%	-$84.3K	0.22%	74
2019 Q3	$666K	Buy	23,364 +44	+0.2%	+$1.33K	0.26%	69
2019 Q2	$736K	Buy	23,320 +1,758	+8%	+$56.3K	0.28%	68
2019 Q1	$724K	Sell	21,562 -3,444	-14%	-$111K	0.28%	67
2018 Q4	$717K	Sell	25,006 -1,764	-7%	-$59K	0.27%	72
2018 Q3	$1.03M	Buy	26,770 +7,862	+42%	+$295K	0.42%	43
2018 Q2	$718K	Buy	18,908 +866	+5%	+$32.2K	0.32%	50
2018 Q1	$608K	Buy	18,042 +902	+5%	+$31.9K	0.29%	50
2017 Q4	$619K	Buy	17,140 +1,930	+13%	+$66.4K	0.28%	53
2017 Q3	$521K	Sell	15,210 -3,986	-21%	-$130K	0.26%	52
2017 Q2	$623K	Buy	19,196 +5,886	+44%	+$198K	0.31%	52
2017 Q1	$465K	Buy	+13,310	New	+$481K	0.28%	52

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

Gyroscope Capital Management Group's XLE Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q3 2023, buying an estimated $92.8K and bringing the position to 50,986 shares worth $2.3M. The position accounts for 0.53% of the portfolio, ranked #45.

Gyroscope Capital Management Group first reported a position in XLE in Q1 2017 and has held it in 27 quarters since. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Gyroscope Capital Management Group held 50,986 shares of State Street Energy Select Sector SPDR ETF worth $2.3M as of Q3 2023.
Gyroscope Capital Management Group bought 2,122 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $92.8K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #45 holding.
Gyroscope Capital Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and has held it in 27 quarters since.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.