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Morton Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Morton Capital Management’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
-4,440
Closed -$202K – 117
2024
Q2 		$202K Buy
+4,440
New +$207K 0.05% 95

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morton Capital Management's XLE Position: Q3 2024 in Review

Morton Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 4,440 shares — an estimated $202K sold.

Morton Capital Management first reported a position in XLE in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Morton Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Capital Management sold 4,440 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $202K.
  • Morton Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Morton Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $202K in Q2 2024.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Morton Capital Management's 13F filing for Q3 2024, filed 9 Oct 2024.