KLR Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

KLR Investment 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
2023 Q4	–	Sell	-55,826	Closed	-$2.31M	–	206
2023 Q3	$2.31M	Buy	+55,826	New	+$2.44M	2.1%	9
2023 Q2	–	Sell	-58,648	Closed	-$2.43M	–	192
2023 Q1	$2.43M	Sell	58,648 -7,904	-12%	-$338K	2.14%	9
2022 Q4	$2.91M	Buy	+66,552	New	+$2.9M	2.4%	6

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

KLR Investment Advisors's XLE Position: Q4 2023 in Review

KLR Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 55,826 shares — an estimated $2.31M sold.

KLR Investment Advisors first reported a position in XLE in Q4 2022 and held it in 3 quarters. The position peaked at $2.91M in Q4 2022. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

KLR Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
KLR Investment Advisors sold 55,826 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $2.31M.
KLR Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
KLR Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.91M in Q4 2022.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.