Raymond James Financial Services Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Raymond James Financial Services 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	-200	Closed	-$8.8K	–	3437
2023 Q3	$8.8K	Buy	+200	New	+$8.75K	﹤0.01%	3234

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Raymond James Financial Services Advisors's XLE Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2024, selling an estimated $15.5M and leaving 2,494,084 shares worth $109M. The position accounts for 0.15% of the portfolio, ranked #139.

Raymond James Financial Services Advisors first reported a position in XLE in Q2 2013 and has held it in 45 quarters since. The position peaked at $200M in Q1 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Raymond James Financial Services Advisors held 2,494,084 shares of State Street Energy Select Sector SPDR ETF worth $109M as of Q3 2024.
Raymond James Financial Services Advisors sold 346,096 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $15.5M.
State Street Energy Select Sector SPDR ETF made up 0.15% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #139 holding.
Raymond James Financial Services Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Raymond James Financial Services Advisors's State Street Energy Select Sector SPDR ETF position peaked at $200M in Q1 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.