Sawyer & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sawyer & Company’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 Q4	–	Sell	-6	Closed	–	–	202
2024 Q3	$0	Hold	6	–	–	﹤0.01%	199
2024 Q2	$0	Sell	6 -78	-93%	-$3.63K	﹤0.01%	184
2024 Q1	$3.96K	Hold	84	–	–	﹤0.01%	165
2023 Q4	$4K	Hold	84	–	–	﹤0.01%	172
2023 Q3	$4K	Buy	+84	New	+$3.67K	﹤0.01%	177

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sawyer & Company's XLE Position: Q4 2024 in Review

Sawyer & Company sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 6 shares.

Sawyer & Company first reported a position in XLE in Q3 2023 and held it in 5 quarters. The position peaked at $4K in Q4 2023. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Sawyer & Company reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Sawyer & Company sold 6 State Street Energy Select Sector SPDR ETF shares in Q4 2024.
Sawyer & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
Sawyer & Company's State Street Energy Select Sector SPDR ETF position peaked at $4K in Q4 2023.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Sawyer & Company's 13F filing for Q4 2024, filed 14 Jan 2025.