Pariax’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pariax’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
2023 Q4	$3.12M	Buy	+74,448	New	+$3.18M	7.04%	7
2022 Q1	–	Sell	-145,778	Closed	-$4.04M	–	43
2021 Q4	$4.04M	Buy	+145,778	New	+$4.12M	3.81%	14

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pariax's XLE Position: Q4 2023 in Review

Pariax opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023: 74,448 shares worth $3.12M. The stake represents 7.04% of the portfolio and ranks #7 among its holdings. This is a return to the name: Pariax previously reported a position in XLE as recently as Q4 2021.

Pariax first reported a position in XLE in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.04M in Q4 2021. 1,780 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Pariax held 74,448 shares of State Street Energy Select Sector SPDR ETF worth $3.12M as of Q4 2023.
State Street Energy Select Sector SPDR ETF was a new Pariax position in Q4 2023.
State Street Energy Select Sector SPDR ETF made up 7.04% of Pariax's portfolio in Q4 2023, its #7 holding.
Pariax first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
Pariax's State Street Energy Select Sector SPDR ETF position peaked at $4.04M in Q4 2021.
1,780 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.