Key Bridge Compliance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Key Bridge Compliance’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 Q3	$1.4M	Buy	+30,894	New	+$1.35M	0.44%	49

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Key Bridge Compliance's XLE Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023: 30,894 shares worth $1.4M. The stake represents 0.44% of the portfolio and ranks #49 among its holdings.

1,712 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Key Bridge Compliance held 30,894 shares of State Street Energy Select Sector SPDR ETF worth $1.4M as of Q3 2023.
State Street Energy Select Sector SPDR ETF was a new Key Bridge Compliance position in Q3 2023.
State Street Energy Select Sector SPDR ETF made up 0.44% of Key Bridge Compliance's portfolio in Q3 2023, its #49 holding.
1,712 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.