Sandy Cove Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sandy Cove 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	-8,864	Closed	-$401K	–	129
2023 Q3	$401K	Buy	8,864 +66	+0.8%	+$2.89K	0.23%	72
2023 Q2	$357K	Buy	+8,798	New	+$358K	0.2%	86
2022 Q4	–	Sell	-5,624	Closed	-$203K	–	84
2022 Q3	$203K	Buy	+5,624	New	+$213K	0.18%	71
2022 Q1	–	Sell	-354	Closed	-$10K	–	443
2021 Q4	$10K	Buy	+354	New	+$10K	0.01%	299

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

Sandy Cove Advisors's XLE Position: Q4 2023 in Review

Sandy Cove Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 8,864 shares — an estimated $401K sold.

Sandy Cove Advisors first reported a position in XLE in Q4 2021 and held it in 4 quarters. The position peaked at $401K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Sandy Cove Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sandy Cove Advisors sold 8,864 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $401K.
Sandy Cove Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Sandy Cove Advisors's State Street Energy Select Sector SPDR ETF position peaked at $401K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Sandy Cove Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.