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iA Global Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

iA Global Asset 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
2023
Q4 		– Sell
-1,349,778
Closed -$61M – 513
2023
Q3 		$61M Buy
+1,349,778
New +$59.1M 1.61% 11

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

iA Global Asset Management's XLE Position: Q4 2023 in Review

iA Global Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 1,349,778 shares — an estimated $61M sold.

iA Global Asset Management first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $61M in Q3 2023. 1,782 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • iA Global Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • iA Global Asset Management sold 1,349,778 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $61M.
  • iA Global Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • iA Global Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $61M in Q3 2023.
  • 1,782 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on iA Global Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.