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Northwest & Ethical Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-104,400
Closed -$4.38M – 511
2023
Q4 		$4.38M Buy
+104,400
New +$4.46M 0.13% 193
2021
Q3 		– Sell
-263,200
Closed -$7.09M – 431
2021
Q2 		$7.09M Buy
+263,200
New +$6.84M 0.23% 124

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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Northwest & Ethical Investments's XLE Position: Q1 2024 in Review

Northwest & Ethical Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 104,400 shares — an estimated $4.38M sold.

Northwest & Ethical Investments first reported a position in XLE in Q2 2021 and held it in 2 quarters. The position peaked at $7.09M in Q2 2021. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

  • Northwest & Ethical Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 104,400 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $4.38M.
  • Northwest & Ethical Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 2 quarters.
  • Northwest & Ethical Investments's State Street Energy Select Sector SPDR ETF position peaked at $7.09M in Q2 2021.
  • 1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Northwest & Ethical Investments's 13F filing for Q1 2024, filed 9 Jul 2025.