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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,889 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.
  • 1,889 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.