Macroview Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-62	Closed	-$2.72K	–	558
2024 Q3	$2.72K	Hold	62	–	–	﹤0.01%	443
2024 Q2	$2.8K	Buy	62 +2	+3%	+$93	﹤0.01%	450
2024 Q1	$2.88K	Hold	60	–	–	﹤0.01%	483
2023 Q4	$2.54K	Hold	60	–	–	﹤0.01%	485
2023 Q3	$2.71K	Hold	60	–	–	﹤0.01%	533
2023 Q2	$2.41K	Buy	60 +2	+3%	+$81	﹤0.01%	390
2023 Q1	$2.44K	Hold	58	–	–	﹤0.01%	353
2022 Q4	$2.55K	Hold	58	–	–	﹤0.01%	357
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	356
2022 Q2	$2K	Buy	58 +2	+4%	+$80	﹤0.01%	382
2022 Q1	$2K	Hold	56	–	–	﹤0.01%	364
2021 Q4	$2K	Hold	56	–	–	﹤0.01%	336
2021 Q3	$1K	Sell	56 -34	-38%	-$842	﹤0.01%	375
2021 Q2	$2K	Hold	90	–	–	﹤0.01%	355
2021 Q1	$2K	Hold	90	–	–	﹤0.01%	329
2020 Q4	$2K	Sell	90 -878	-91%	-$15.1K	﹤0.01%	304
2020 Q3	$15K	Sell	968 -304	-24%	-$5.4K	0.03%	122
2020 Q2	$24K	Sell	1,272 -26	-2%	-$483	0.05%	101
2020 Q1	$19K	Buy	1,298 +884	+214%	+$21K	0.04%	100
2019 Q4	$12K	Buy	414 +4	+1%	+$119	0.02%	135
2019 Q3	$12K	Buy	410 +2	+0.5%	+$60	0.03%	137
2019 Q2	$13K	Buy	408 +2	+0.5%	+$64	0.03%	134
2019 Q1	$13K	Sell	406 -652	-62%	-$20.9K	0.03%	142
2018 Q4	$30K	Sell	1,058 -2,270	-68%	-$76K	0.1%	100
2018 Q3	$126K	Sell	3,328 -2,310	-41%	-$86.6K	0.39%	37
2018 Q2	$214K	Buy	5,638 +4,438	+370%	+$165K	0.75%	21
2018 Q1	$40K	Buy	1,200 +762	+174%	+$27K	0.14%	66
2017 Q4	$16K	Buy	438 +2	+0.5%	+$69	0.08%	67
2017 Q3	$15K	Buy	436 +2	+0.5%	+$65	0.07%	76
2017 Q2	$14K	Sell	434 -200	-32%	-$6.72K	0.08%	81
2017 Q1	$22K	Sell	634 -2,814	-82%	-$102K	0.13%	50
2016 Q4	$130K	Sell	3,448 -1,138	-25%	-$41.2K	0.71%	26
2016 Q3	$162K	Sell	4,586 -1,468	-24%	-$50.3K	0.72%	25
2016 Q2	$207K	Sell	6,054 -3,032	-33%	-$100K	0.92%	24
2016 Q1	$281K	Sell	9,086 -8,796	-49%	-$255K	1.22%	19
2015 Q4	$539K	Sell	17,882 -24,242	-58%	-$798K	1.72%	19
2015 Q3	$1.29M	Sell	42,124 -45,518	-52%	-$1.53M	2.35%	18
2015 Q2	$3.29M	Sell	87,642 -458	-0.5%	-$18.2K	3.73%	12
2015 Q1	$3.42M	Buy	88,100 +15,048	+21%	+$583K	3.18%	13
2014 Q4	$2.89M	Buy	73,052 +10,914	+18%	+$454K	3.03%	14
2014 Q3	$2.81M	Buy	62,138 +2,014	+3%	+$97.5K	3.78%	9
2014 Q2	$3.01M	Sell	60,124 -1,336	-2%	-$63.2K	4%	7
2014 Q1	$2.74M	Buy	+61,460	New	+$2.65M	4.15%	8
2013 Q3	–	Sell	-150	Closed	-$6K	–	272
2013 Q2	$6K	Buy	+150	New	+$5.95K	0.01%	105

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Macroview Investment Management's XLE Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 62 shares — an estimated $2.72K sold.

Macroview Investment Management first reported a position in XLE in Q2 2013 and held it in 44 quarters. The position peaked at $3.42M in Q1 2015. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Macroview Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 62 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $2.72K.
Macroview Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 44 quarters.
Macroview Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $3.42M in Q1 2015.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.