Naples Money Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Naples Money Management's XLE Position: Q3 2024 in Review
Naples Money Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2024, selling an estimated $3.67K and leaving 5,230 shares worth $230K. The position accounts for 0.19% of the portfolio, ranked #47.
Naples Money Management first reported a position in XLE in Q4 2023 and has held it in 4 quarters since. The position peaked at $242K in Q2 2024. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.
- Naples Money Management held 5,230 shares of State Street Energy Select Sector SPDR ETF worth $230K as of Q3 2024.
- Naples Money Management sold 82 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $3.67K.
- State Street Energy Select Sector SPDR ETF made up 0.19% of Naples Money Management's portfolio in Q3 2024, its #47 holding.
- Naples Money Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
- Naples Money Management's State Street Energy Select Sector SPDR ETF position peaked at $242K in Q2 2024.
- 1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.
Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.