Hilltop Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hilltop Partners’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	–	Sell	-5,710	Closed	-$251K	–	115
2024 Q3	$251K	Sell	5,710 -324	-5%	-$14.5K	0.08%	89
2024 Q2	$275K	Sell	6,034 -1,934	-24%	-$90.1K	0.1%	81
2024 Q1	$376K	Buy	7,968 +66	+0.8%	+$2.83K	0.13%	74
2023 Q4	$331K	Sell	7,902 -664	-8%	-$28.4K	0.13%	74
2023 Q3	$387K	Sell	8,566 -1,148	-12%	-$50.2K	0.16%	70
2023 Q2	$394K	Sell	9,714 -232,048	-96%	-$9.45M	0.16%	67
2023 Q1	$10M	Buy	241,762 +25,950	+12%	+$1.11M	4.52%	8
2022 Q4	$9.44M	Buy	+215,812	New	+$9.39M	5.04%	8

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

Hilltop Partners's XLE Position: Q4 2024 in Review

Hilltop Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,710 shares — an estimated $251K sold.

Hilltop Partners first reported a position in XLE in Q4 2022 and held it in 8 quarters. The position peaked at $10M in Q1 2023. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Hilltop Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Hilltop Partners sold 5,710 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $251K.
Hilltop Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Hilltop Partners's State Street Energy Select Sector SPDR ETF position peaked at $10M in Q1 2023.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Hilltop Partners's 13F filing for Q4 2024, filed 5 Feb 2025.