Kraft Davis & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kraft Davis & Associates’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	-5,856	Closed	-$259K	–	157
2024 Q3	$259K	Sell	5,856 -32,692	-85%	-$1.46M	0.08%	119
2024 Q2	$1.78M	Buy	38,548 +7,622	+25%	+$355K	0.54%	46
2024 Q1	$1.44M	Sell	30,926 -2,800	-8%	-$120K	0.43%	50
2023 Q4	$1.41M	Buy	+33,726	New	+$1.44M	0.42%	45
2022 Q4	$7.93M	Buy	+179,726	New	+$7.82M	3.14%	13

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kraft Davis & Associates's XLE Position: Q4 2024 in Review

Kraft Davis & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,856 shares — an estimated $259K sold.

Kraft Davis & Associates first reported a position in XLE in Q4 2022 and held it in 5 quarters. The position peaked at $7.93M in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Kraft Davis & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Kraft Davis & Associates sold 5,856 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $259K.
Kraft Davis & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Kraft Davis & Associates's State Street Energy Select Sector SPDR ETF position peaked at $7.93M in Q4 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.