MCM
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Manchester Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Manchester Capital 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
-264
Closed -$11.6K – 1200
2024
Q3 		$11.6K Sell
264
-214
-45% -$9.57K ﹤0.01% 770
2024
Q2 		$21.8K Buy
+478
New +$22.3K ﹤0.01% 647
2022
Q4 		– Sell
-16
Closed -$1K – 1071
2022
Q3 		$1K Hold
16
– – ﹤0.01% 857
2022
Q2 		$1K Buy
+16
New +$642 ﹤0.01% 901
2019
Q2 		– Sell
-920
Closed -$30K – 653
2019
Q1 		$30K Sell
920
-19,912
-96% -$640K ﹤0.01% 479
2018
Q4 		$791K Hold
20,832
– – 0.12% 96
2018
Q3 		$789K Hold
20,832
– – 0.11% 99
2018
Q2 		$791K Hold
20,832
– – 0.12% 97
2018
Q1 		$702K Hold
20,832
– – 0.11% 104
2017
Q4 		$753K Sell
20,832
-702
-3% -$24.2K 0.11% 103
2017
Q3 		$737K Hold
21,534
– – 0.11% 94
2017
Q2 		$699K Sell
21,534
-4,238
-16% -$142K 0.11% 99
2017
Q1 		$901K Hold
25,772
– – 0.14% 70
2016
Q4 		$971K Hold
25,772
– – 0.15% 59
2016
Q3 		$910K Hold
25,772
– – 0.14% 66
2016
Q2 		$879K Hold
25,772
– – 0.13% 76
2016
Q1 		$798K Hold
25,772
– – 0.11% 80
2015
Q4 		$777K Hold
25,772
– – 0.11% 83
2015
Q3 		$789K Sell
25,772
-700
-3% -$23.6K 0.13% 63
2015
Q2 		$995K Sell
26,472
-1,884
-7% -$74.8K 0.16% 55
2015
Q1 		$1.1M Sell
28,356
-8,426
-23% -$326K 0.17% 51
2014
Q4 		$1.46M Buy
36,782
+800
+2% +$33.3K 0.18% 48
2014
Q3 		$1.63M Sell
35,982
-258
-0.7% -$12.5K 0.22% 37
2014
Q2 		$1.81M Buy
36,240
+558
+2% +$26.4K 0.24% 42
2014
Q1 		$1.59M Buy
35,682
+700
+2% +$30.2K 0.25% 42
2013
Q4 		$1.55M Sell
34,982
-400
-1% -$17.2K 0.24% 45
2013
Q3 		$1.47M Hold
35,382
– – 0.25% 42
2013
Q2 		$1.39M Buy
+35,382
New +$1.4M 0.26% 43

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manchester Capital Management's XLE Position: Q4 2024 in Review

Manchester Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 264 shares — an estimated $11.6K sold.

Manchester Capital Management first reported a position in XLE in Q2 2013 and held it in 28 quarters. The position peaked at $1.81M in Q2 2014. 1,889 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Manchester Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Manchester Capital Management sold 264 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $11.6K.
  • Manchester Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 28 quarters.
  • Manchester Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.81M in Q2 2014.
  • 1,889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Manchester Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.