Hanson & Doremus Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hanson & Doremus Investment 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 Q1	–	Sell	-42	Closed	-$2K	–	528
2023 Q4	$2K	Buy	+42	New	+$1.8K	﹤0.01%	448
2019 Q1	–	Sell	-2,200	Closed	-$63K	–	472
2018 Q4	$63K	Hold	2,200	–	–	0.02%	244
2018 Q3	$83K	Sell	2,200 -1,090	-33%	-$40.9K	0.03%	238
2018 Q2	$125K	Hold	3,290	–	–	0.04%	210
2018 Q1	$111K	Hold	3,290	–	–	0.03%	230
2017 Q4	$119K	Buy	3,290 +1,090	+50%	+$37.5K	0.04%	224
2017 Q3	$75K	Hold	2,200	–	–	0.03%	250
2017 Q2	$71K	Sell	2,200 -1,480	-40%	-$49.7K	0.03%	252
2017 Q1	$129K	Sell	3,680 -580	-14%	-$21K	0.05%	201
2016 Q4	$160K	Buy	+4,260	New	+$154K	0.07%	173

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hanson & Doremus Investment Management's XLE Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 42 shares — an estimated $2K sold.

Hanson & Doremus Investment Management first reported a position in XLE in Q4 2016 and held it in 10 quarters. The position peaked at $160K in Q4 2016. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Hanson & Doremus Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Hanson & Doremus Investment Management sold 42 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $2K.
Hanson & Doremus Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
Hanson & Doremus Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $160K in Q4 2016.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.