Morton Brown Family Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Morton Brown Family Wealth’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	–	Hold	0	–	–	–	285
2023 Q3	–	Hold	0	–	–	–	177
2023 Q2	–	Hold	0	–	–	–	172
2023 Q1	–	Hold	0	–	–	–	291
2022 Q4	–	Hold	0	–	–	–	155
2022 Q2	–	Sell	-82	Closed	-$3.29K	–	307
2022 Q1	$3K	Buy	82 +2	+3%	+$69	﹤0.01%	125
2021 Q4	$2K	Buy	+80	New	+$2.26K	﹤0.01%	175

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

Morton Brown Family Wealth's XLE Position: Q4 2023 in Review

Morton Brown Family Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2023 at 0 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Morton Brown Family Wealth first reported a position in XLE in Q4 2021 and has held it in 2 quarters since. The position peaked at $3K in Q1 2022. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Morton Brown Family Wealth held 0 shares of State Street Energy Select Sector SPDR ETF worth $40 as of Q4 2023.
Morton Brown Family Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q4 2023, its #285 holding.
Morton Brown Family Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
Morton Brown Family Wealth's State Street Energy Select Sector SPDR ETF position peaked at $3K in Q1 2022.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Morton Brown Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.