Mirabella Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mirabella Financial Services’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 Q1	–	Sell	-125,400	Closed	-$5.26M	–	734
2023 Q4	$5.26M	Buy	125,400 +99,392	+382%	+$4.25M	0.7%	41
2023 Q3	$1.18M	Buy	+26,008	New	+$1.14M	0.16%	135
2023 Q2	–	Sell	-28,464	Closed	-$1.18M	–	682
2023 Q1	$1.18M	Sell	28,464 -319,700	-92%	-$13.7M	0.18%	111
2022 Q4	$15.2M	Buy	+348,164	New	+$15.2M	1.36%	7
2021 Q3	–	Sell	-112,080	Closed	-$3.02M	–	559
2021 Q2	$3.02M	Buy	+112,080	New	+$2.91M	0.54%	63

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mirabella Financial Services's XLE Position: Q1 2024 in Review

Mirabella Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 125,400 shares — an estimated $5.26M sold.

Mirabella Financial Services first reported a position in XLE in Q2 2021 and held it in 5 quarters. The position peaked at $15.2M in Q4 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Mirabella Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Mirabella Financial Services sold 125,400 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $5.26M.
Mirabella Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
Mirabella Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $15.2M in Q4 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.