MB, Levis & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MB, Levis & 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	-50	Closed	-$2.19K	–	307
2024 Q3	$2.19K	Hold	50	–	–	﹤0.01%	257
2024 Q2	$2.28K	Hold	50	–	–	﹤0.01%	253
2024 Q1	$2.36K	Hold	50	–	–	﹤0.01%	250
2023 Q4	$2.1K	Hold	50	–	–	﹤0.01%	245
2023 Q3	$2.26K	Hold	50	–	–	﹤0.01%	245
2023 Q2	$2.03K	Hold	50	–	–	﹤0.01%	249
2023 Q1	$2.07K	Buy	+50	New	+$2.14K	﹤0.01%	248

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

MB, Levis & Associates's XLE Position: Q4 2024 in Review

MB, Levis & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 50 shares — an estimated $2.19K sold.

MB, Levis & Associates first reported a position in XLE in Q1 2023 and held it in 7 quarters. The position peaked at $2.36K in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

MB, Levis & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
MB, Levis & Associates sold 50 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $2.19K.
MB, Levis & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 7 quarters.
MB, Levis & Associates's State Street Energy Select Sector SPDR ETF position peaked at $2.36K in Q1 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on MB, Levis & Associates's 13F filing for Q4 2024, filed 7 May 2025.