O'Dell Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

O'Dell Group’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	-560	Closed	-$23.5K	–	491
2023 Q4	$23.5K	Buy	+560	New	+$23.9K	0.01%	274
2023 Q3	–	Sell	-550	Closed	-$22.3K	–	499
2023 Q2	$22.3K	Buy	+550	New	+$22.4K	0.01%	269
2022 Q4	–	Sell	-1,682	Closed	-$61K	–	415
2022 Q3	$61K	Buy	1,682 +546	+48%	+$20.6K	0.02%	137
2022 Q2	$41K	Buy	1,136 +12	+1%	+$481	0.01%	169
2022 Q1	$43K	Buy	1,124 +10	+0.9%	+$346	0.01%	191
2021 Q4	$31K	Buy	1,114 +14	+1%	+$396	0.01%	204
2021 Q3	$29K	Buy	+1,100	New	+$27.3K	0.01%	208

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

O'Dell Group's XLE Position: Q1 2024 in Review

O'Dell Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 560 shares — an estimated $23.5K sold.

O'Dell Group first reported a position in XLE in Q3 2021 and held it in 7 quarters. The position peaked at $61K in Q3 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

O'Dell Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 560 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $23.5K.
O'Dell Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's State Street Energy Select Sector SPDR ETF position peaked at $61K in Q3 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.