Intelligence Driven Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Intelligence Driven Advisers’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	-5,224	Closed	-$218K	–	108
2023 Q4	$218K	Buy	+5,224	New	+$223K	0.04%	82
2023 Q2	–	Sell	-4,760	Closed	-$205K	–	110
2023 Q1	$205K	Sell	4,760 -3,386	-42%	-$145K	0.04%	89
2022 Q4	$357K	Sell	8,146 -78,516	-91%	-$3.42M	0.07%	68
2022 Q3	$3.57M	Buy	+86,662	New	+$3.28M	0.72%	34
2022 Q2	–	Sell	-7,426	Closed	-$287K	–	103
2022 Q1	$287K	Sell	7,426 -380	-5%	-$13.2K	0.05%	79
2021 Q4	$255K	Buy	+7,806	New	+$221K	0.05%	78

Other funds holding XLE

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return