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Ironsides Asset Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ironsides Asset Advisors’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
-17,994
Closed -$790K – 77
2024
Q3 		$790K Sell
17,994
-2,340
-12% -$105K 0.23% 35
2024
Q2 		$927K Buy
+20,334
New +$947K 0.31% 26

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironsides Asset Advisors's XLE Position: Q4 2024 in Review

Ironsides Asset Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 17,994 shares — an estimated $790K sold.

Ironsides Asset Advisors first reported a position in XLE in Q2 2024 and held it in 2 quarters. The position peaked at $927K in Q2 2024. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Ironsides Asset Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Ironsides Asset Advisors sold 17,994 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $790K.
  • Ironsides Asset Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Ironsides Asset Advisors's State Street Energy Select Sector SPDR ETF position peaked at $927K in Q2 2024.
  • 1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Ironsides Asset Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.