Prudent Man Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Prudent Man Advisors’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	–	Sell	-7,110	Closed	-$321K	–	199
2023 Q3	$321K	Hold	7,110	–	–	0.13%	134
2023 Q2	$289K	Hold	7,110	–	–	0.11%	145
2023 Q1	$294K	Hold	7,110	–	–	0.11%	142
2022 Q4	$311K	Hold	7,110	–	–	0.13%	141
2022 Q3	$256K	Hold	7,110	–	–	0.12%	135
2022 Q2	$255K	Hold	7,110	–	–	0.12%	131
2022 Q1	$272K	Sell	7,110 -3,556	-33%	-$123K	0.11%	139
2021 Q4	$296K	Buy	+10,666	New	+$301K	0.11%	137

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

Prudent Man Advisors's XLE Position: Q4 2023 in Review

Prudent Man Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 7,110 shares — an estimated $321K sold.

Prudent Man Advisors first reported a position in XLE in Q4 2021 and held it in 8 quarters. The position peaked at $321K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Prudent Man Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Prudent Man Advisors sold 7,110 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $321K.
Prudent Man Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Prudent Man Advisors's State Street Energy Select Sector SPDR ETF position peaked at $321K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.