Retireful LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Retireful LLC’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	-104,610	Closed	-$4.39M	–	141
2023 Q4	$4.39M	Buy	+104,610	New	+$4.47M	1.91%	10
2023 Q3	–	Sell	-51,506	Closed	-$2.09M	–	130
2023 Q2	$2.09M	Buy	+51,506	New	+$2.1M	0.79%	38

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

Retireful LLC's XLE Position: Q1 2024 in Review

Retireful LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 104,610 shares — an estimated $4.39M sold.

Retireful LLC first reported a position in XLE in Q2 2023 and held it in 2 quarters. The position peaked at $4.39M in Q4 2023. 1,816 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Retireful LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Retireful LLC sold 104,610 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $4.39M.
Retireful LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
Retireful LLC's State Street Energy Select Sector SPDR ETF position peaked at $4.39M in Q4 2023.
1,816 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Retireful LLC's 13F filing for Q1 2024, filed 23 Apr 2024.