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Private Portfolio Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Portfolio Partners’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
Q4 		$2.96M Buy
69,036
+1,702
+3% +$77.3K 0.54% 37
2024
Q3 		$2.96M Buy
67,334
+1,820
+3% +$81.4K 0.55% 38
2024
Q2 		$2.99M Buy
65,514
+828
+1% +$38.6K 2.43% 12
2024
Q1 		$3.05M Buy
64,686
+666
+1% +$28.6K 0.64% 33
2023
Q4 		$2.68M Buy
64,020
+4,124
+7% +$176K 0.62% 33
2023
Q3 		$2.71M Buy
59,896
+1,990
+3% +$87.1K 0.7% 29
2023
Q2 		$2.35M Buy
57,906
+5,040
+10% +$205K 0.6% 34
2023
Q1 		$2.19M Buy
52,866
+386
+0.7% +$16.5K 0.59% 33
2022
Q4 		$2.3M Sell
52,480
-7,886
-13% -$343K 0.6% 35
2022
Q3 		$2.17M Buy
60,366
+9,736
+19% +$368K 0.62% 34
2022
Q2 		$1.81M Buy
50,630
+9,494
+23% +$381K 0.5% 44
2022
Q1 		$1.57M Buy
41,136
+20,970
+104% +$726K 0.39% 56
2021
Q4 		$560K Buy
20,166
+5,646
+39% +$160K 0.14% 138
2021
Q3 		$378K Buy
14,520
+2,438
+20% +$60.4K 0.11% 178
2021
Q2 		$325K Buy
12,082
+1,228
+11% +$31.9K 0.09% 196
2021
Q1 		$266K Buy
+10,854
New +$250K 0.09% 199
2020
Q1 		– Sell
-7,828
Closed -$235K – 217
2019
Q4 		$235K Buy
+7,828
New +$232K 0.1% 176
2019
Q3 		– Sell
-7,126
Closed -$227K – 230
2019
Q2 		$227K Sell
7,126
-4,540
-39% -$145K 0.1% 201
2019
Q1 		$386K Sell
11,666
-212
-2% -$6.81K 0.2% 117
2018
Q4 		$341K Buy
+11,878
New +$397K 0.21% 114

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Portfolio Partners's XLE Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.5% in Q4 2024, buying an estimated $77.3K and bringing the position to 69,036 shares worth $2.96M. The position accounts for 0.54% of the portfolio, ranked #37.

Private Portfolio Partners first reported a position in XLE in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.05M in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Private Portfolio Partners held 69,036 shares of State Street Energy Select Sector SPDR ETF worth $2.96M as of Q4 2024.
  • Private Portfolio Partners bought 1,702 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $77.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.54% of Private Portfolio Partners's portfolio in Q4 2024, its #37 holding.
  • Private Portfolio Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
  • Private Portfolio Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.05M in Q1 2024.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.