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New York Life Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

New York Life Investment 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
Q2 		– Sell
-25,148
Closed -$1.19M – 1338
2024
Q1 		$1.19M Buy
25,148
+11,596
+86% +$498K 0.01% 638
2023
Q4 		$568K Buy
+13,552
New +$579K 0.01% 787
2023
Q2 		– Sell
-176,536
Closed -$7.31M – 1364
2023
Q1 		$7.31M Sell
176,536
-11,974
-6% -$512K 0.08% 250
2022
Q4 		$8.24M Sell
188,510
-73,078
-28% -$3.18M 0.09% 229
2022
Q3 		$9.42M Buy
261,588
+17,532
+7% +$663K 0.11% 190
2022
Q2 		$8.73M Buy
+244,056
New +$9.79M 0.1% 209
2015
Q3 		– Sell
-24,638
Closed -$926K – 271
2015
Q2 		$926K Sell
24,638
-4,510
-15% -$179K 0.11% 64
2015
Q1 		$1.13M Sell
29,148
-23,044
-44% -$893K 0.13% 60
2014
Q4 		$2.07M Sell
52,192
-7,882
-13% -$328K 0.25% 61
2014
Q3 		$2.72M Sell
60,074
-31,838
-35% -$1.54M 0.45% 48
2014
Q2 		$4.6M Buy
91,912
+12,548
+16% +$594K 0.78% 38
2014
Q1 		$3.53M Sell
79,364
-94,590
-54% -$4.08M 0.75% 35
2013
Q4 		$7.7M Buy
173,954
+113,744
+189% +$4.9M 1.92% 17
2013
Q3 		$2.5M Buy
60,210
+9,856
+20% +$406K 0.77% 37
2013
Q2 		$1.97M Buy
+50,354
New +$2M 0.63% 37

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

New York Life Investment Management's XLE Position: Q2 2024 in Review

New York Life Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 25,148 shares — an estimated $1.19M sold.

New York Life Investment Management first reported a position in XLE in Q2 2013 and held it in 15 quarters. The position peaked at $9.42M in Q3 2022. 1,807 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • New York Life Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 25,148 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $1.19M.
  • New York Life Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 15 quarters.
  • New York Life Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $9.42M in Q3 2022.
  • 1,807 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.