Ranch Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ranch Capital 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	-18,098	Closed	-$818K	–	153
2023 Q3	$818K	Buy	18,098 +378	+2%	+$16.5K	0.57%	56
2023 Q2	$719K	Buy	17,720 +10,626	+150%	+$433K	0.51%	64
2023 Q1	$294K	Buy	+7,094	New	+$303K	0.22%	117
2021 Q4	–	Sell	-684	Closed	-$18K	–	613
2021 Q3	$18K	Buy	+684	New	+$16.9K	0.01%	395
2021 Q2	–	Sell	-682	Closed	-$17.7K	–	520
2021 Q1	$16K	Sell	682 -138	-17%	-$3.18K	0.01%	518
2020 Q4	$15K	Sell	820 -200	-20%	-$3.45K	0.01%	547
2020 Q3	$15K	Sell	1,020 -176	-15%	-$3.13K	0.01%	530
2020 Q2	$22K	Buy	1,196 +600	+101%	+$11.2K	0.02%	448
2020 Q1	$8K	Sell	596 -600	-50%	-$14.2K	0.01%	643
2019 Q4	$36K	Buy	+1,196	New	+$35.5K	0.03%	393

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

Ranch Capital Advisors's XLE Position: Q4 2023 in Review

Ranch Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 18,098 shares — an estimated $818K sold.

Ranch Capital Advisors first reported a position in XLE in Q4 2019 and held it in 10 quarters. The position peaked at $818K in Q3 2023. 1,780 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Ranch Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Ranch Capital Advisors sold 18,098 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $818K.
Ranch Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Ranch Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $818K in Q3 2023.
1,780 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

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