Kaydan Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kaydan Wealth 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	-661,738	Closed	-$29.9M	–	100
2023 Q3	$29.9M	Buy	+661,738	New	+$29M	11.94%	2

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

Kaydan Wealth Management's XLE Position: Q4 2023 in Review

Kaydan Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 661,738 shares — an estimated $29.9M sold.

Kaydan Wealth Management first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $29.9M in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Kaydan Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Kaydan Wealth Management sold 661,738 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $29.9M.
Kaydan Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Kaydan Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $29.9M 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 Kaydan Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.