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Sculptor Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sculptor Capital’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
2015
Q4 		– Sell
-1,524,000
Closed -$46.6M – 451
2015
Q3 		$46.6M Buy
+1,524,000
New +$51.4M 0.16% 112

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sculptor Capital's XLE Position: Q4 2024 in Review

Sculptor Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 363,360 shares — an estimated $16M sold.

Sculptor Capital first reported a position in XLE in Q3 2021 and held it in 13 quarters. The position peaked at $166M in Q1 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Sculptor Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Sculptor Capital sold 363,360 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $16M.
  • Sculptor Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 13 quarters.
  • Sculptor Capital's State Street Energy Select Sector SPDR ETF position peaked at $166M in Q1 2022.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Sculptor Capital's 13F filing for Q4 2024, filed 14 Feb 2025.