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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Intelligence Driven Advisers's XLE Position: Q1 2024 in Review

Intelligence Driven Advisers sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 5,224 shares — an estimated $218K sold.

Intelligence Driven Advisers first reported a position in XLE in Q4 2021 and held it in 6 quarters. The position peaked at $3.57M in Q3 2022. 1,818 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Intelligence Driven Advisers reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Intelligence Driven Advisers sold 5,224 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $218K.
Intelligence Driven Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Intelligence Driven Advisers's State Street Energy Select Sector SPDR ETF position peaked at $3.57M in Q3 2022.
1,818 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Intelligence Driven Advisers's 13F filing for Q1 2024, filed 1 May 2024.