Horizon Family Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Horizon Family Wealth’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 Q4	–	Sell	-8,566	Closed	-$387K	–	73
2023 Q3	$387K	Sell	8,566 -360	-4%	-$15.8K	0.38%	35
2023 Q2	$362K	Buy	8,926 +80	+0.9%	+$3.26K	0.35%	39
2023 Q1	$366K	Buy	8,846 +86	+1%	+$3.68K	0.39%	37
2022 Q4	$383K	Buy	+8,760	New	+$381K	0.44%	37

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Family Wealth's XLE Position: Q4 2023 in Review

Horizon Family Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 8,566 shares — an estimated $387K sold.

Horizon Family Wealth first reported a position in XLE in Q4 2022 and held it in 4 quarters. The position peaked at $387K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Horizon Family Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Horizon Family Wealth sold 8,566 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $387K.
Horizon Family Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Horizon Family Wealth's State Street Energy Select Sector SPDR ETF position peaked at $387K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Horizon Family Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.