Relyea Zuckerberg Hanson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Relyea Zuckerberg Hanson’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 Q1	–	Sell	-5,262	Closed	-$221K	–	243
2023 Q4	$221K	Hold	5,262	–	–	0.04%	198
2023 Q3	$238K	Sell	5,262 -1,162	-18%	-$50.8K	0.05%	168
2023 Q2	$261K	Hold	6,424	–	–	0.06%	164
2023 Q1	$266K	Hold	6,424	–	–	0.06%	156
2022 Q4	$281K	Buy	6,424 +432	+7%	+$18.8K	0.08%	137
2022 Q3	$216K	Hold	5,992	–	–	0.08%	132
2022 Q2	$214K	Hold	5,992	–	–	0.08%	132
2022 Q1	$238K	Buy	+5,992	New	+$208K	0.08%	142

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Relyea Zuckerberg Hanson's XLE Position: Q1 2024 in Review

Relyea Zuckerberg Hanson sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 5,262 shares — an estimated $221K sold.

Relyea Zuckerberg Hanson first reported a position in XLE in Q1 2022 and held it in 8 quarters. The position peaked at $281K in Q4 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Relyea Zuckerberg Hanson reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 5,262 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $221K.
Relyea Zuckerberg Hanson first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Relyea Zuckerberg Hanson's State Street Energy Select Sector SPDR ETF position peaked at $281K in Q4 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2024, filed 22 Apr 2024.