Moisand Fitzgerald Tamayo’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	–	Sell	-54	Closed	-$2.46K	–	650
2024 Q2	$2.46K	Buy	+54	New	+$2.52K	﹤0.01%	481
2023 Q4	–	Sell	-262	Closed	-$11.8K	–	824
2023 Q3	$11.8K	Buy	+262	New	+$11.5K	﹤0.01%	318
2021 Q3	–	Sell	-116	Closed	-$3K	–	427
2021 Q2	$3K	Buy	+116	New	+$3.02K	﹤0.01%	351
2020 Q2	–	Sell	-320	Closed	-$5K	–	339
2020 Q1	$5K	Hold	320	–	–	﹤0.01%	202
2019 Q4	$10K	Hold	320	–	–	0.01%	201
2019 Q3	$9K	Hold	320	–	–	﹤0.01%	204
2019 Q2	$10K	Hold	320	–	–	0.01%	191
2019 Q1	$11K	Hold	320	–	–	0.01%	191
2018 Q4	$9K	Hold	320	–	–	0.01%	197
2018 Q3	$12K	Sell	320 -46	-13%	-$1.73K	0.01%	202
2018 Q2	$14K	Hold	366	–	–	0.01%	180
2018 Q1	$12K	Hold	366	–	–	0.01%	204
2017 Q4	$13K	Hold	366	–	–	0.01%	184
2017 Q3	$13K	Buy	+366	New	+$11.9K	0.01%	197
2016 Q2	–	Sell	-320	Closed	-$10K	–	201
2016 Q1	$10K	Hold	320	–	–	0.01%	154
2015 Q4	$10K	Buy	+320	New	+$10.5K	0.01%	149

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Moisand Fitzgerald Tamayo's XLE Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 54 shares — an estimated $2.46K sold.

Moisand Fitzgerald Tamayo first reported a position in XLE in Q4 2015 and held it in 16 quarters. The position peaked at $14K in Q2 2018. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Moisand Fitzgerald Tamayo reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 54 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $2.46K.
Moisand Fitzgerald Tamayo first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 16 quarters.
Moisand Fitzgerald Tamayo's State Street Energy Select Sector SPDR ETF position peaked at $14K in Q2 2018.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.