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SPX Gestao de Recursos’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SPX Gestao de Recursos’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
Q3 		– Sell
-94,480
Closed -$4.31M – 93
2024
Q2 		$4.31M Sell
94,480
-483,520
-84% -$22.5M 0.64% 28
2024
Q1 		$27.3M Buy
578,000
+272,000
+89% +$11.7M 2.38% 12
2023
Q4 		$12.8M Buy
+306,000
New +$13.1M 0.99% 19
2023
Q3 		– Sell
-457,282
Closed -$18.6M – 135
2023
Q2 		$18.6M Sell
457,282
-4,478,638
-91% -$182M 0.88% 34
2023
Q1 		$204M Buy
4,935,920
+4,821,174
+4,202% +$206M 13.52% 2
2022
Q4 		$5.02M Sell
114,746
-6,747,888
-98% -$294M 0.54% 45
2022
Q3 		$247M Buy
6,862,634
+5,404,770
+371% +$204M 22.87% 1
2022
Q2 		$52.1M Buy
+1,457,864
New +$58.5M 7.15% 2
2022
Q1 		– Sell
-914,200
Closed -$25.4M – 90
2021
Q4 		$25.4M Sell
914,200
-612,930
-40% -$17.3M 5% 4
2021
Q3 		$39.8M Buy
1,527,130
+1,095,130
+254% +$27.1M 7.5% 4
2021
Q2 		$11.6M Sell
432,000
-2,285,658
-84% -$59.4M 1.45% 21
2021
Q1 		$66.7M Buy
2,717,658
+611,658
+29% +$14.1M 11.33% 2
2020
Q4 		$39.9M Buy
+2,106,000
New +$36.3M 4.11% 4
2020
Q1 		– Sell
-145,300
Closed -$4.36M – 56
2019
Q4 		$4.36M Buy
+145,300
New +$4.31M 0.68% 23
2017
Q4 		– Sell
-710,390
Closed -$24.3M – 46
2017
Q3 		$24.3M Buy
+710,390
New +$23.1M 6.2% 6
2016
Q4 		– Sell
-200,000
Closed -$7.06M – 22
2016
Q3 		$7.06M Buy
+200,000
New +$6.85M 3.79% 8

Other funds holding XLE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPX Gestao de Recursos's XLE Position: Q3 2024 in Review

SPX Gestao de Recursos sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 94,480 shares — an estimated $4.31M sold.

SPX Gestao de Recursos first reported a position in XLE in Q3 2016 and held it in 16 quarters. The position peaked at $247M in Q3 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • SPX Gestao de Recursos reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • SPX Gestao de Recursos sold 94,480 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $4.31M.
  • SPX Gestao de Recursos first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and held it in 16 quarters.
  • SPX Gestao de Recursos's State Street Energy Select Sector SPDR ETF position peaked at $247M in Q3 2022.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on SPX Gestao de Recursos's 13F filing for Q3 2024, filed 12 Dec 2024.