Sandbox Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sandbox Financial Partners’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	-23,060	Closed	-$967K	–	104
2023 Q4	$967K	Sell	23,060 -2,488	-10%	-$106K	0.45%	37
2023 Q3	$1.15M	Buy	25,548 +1,656	+7%	+$72.5K	0.61%	26
2023 Q2	$970K	Buy	23,892 +492	+2%	+$20K	0.51%	30
2023 Q1	$969K	Sell	23,400 -2,934	-11%	-$125K	0.58%	27
2022 Q4	$1.15M	Buy	26,334 +596	+2%	+$25.9K	0.8%	20
2022 Q3	$927K	Buy	25,738 +548	+2%	+$20.7K	0.68%	23
2022 Q2	$901K	Buy	25,190 +17,350	+221%	+$696K	0.64%	24
2022 Q1	$300K	Buy	+7,840	New	+$272K	0.17%	63
2021 Q3	–	Sell	-8,194	Closed	-$221K	–	115
2021 Q2	$221K	Buy	+8,194	New	+$213K	0.16%	79

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

Sandbox Financial Partners's XLE Position: Q1 2024 in Review

Sandbox Financial Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 23,060 shares — an estimated $967K sold.

Sandbox Financial Partners first reported a position in XLE in Q2 2021 and held it in 9 quarters. The position peaked at $1.15M in Q3 2023. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Sandbox Financial Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Sandbox Financial Partners sold 23,060 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $967K.
Sandbox Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Sandbox Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.15M in Q3 2023.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Sandbox Financial Partners's 13F filing for Q1 2024, filed 15 Apr 2024.