Meridian Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Meridian Wealth 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	-4,518	Closed	-$204K	–	183
2023 Q3	$204K	Buy	+4,518	New	+$198K	0.05%	170
2021 Q3	–	Sell	-10,098	Closed	-$272K	–	201
2021 Q2	$272K	Buy	+10,098	New	+$263K	0.08%	161
2019 Q1	–	Sell	-2,500	Closed	-$72K	–	406
2018 Q4	$72K	Buy	+2,500	New	+$83.6K	0.06%	204

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

Meridian Wealth Advisors's XLE Position: Q4 2023 in Review

Meridian Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 4,518 shares — an estimated $204K sold.

Meridian Wealth Advisors first reported a position in XLE in Q4 2018 and held it in 3 quarters. The position peaked at $272K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Meridian Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 4,518 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $204K.
Meridian Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
Meridian Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $272K in Q2 2021.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Meridian Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.