Starfox Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Starfox Financial Services’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 Q1	$3.01M	Buy	63,188 +6,406	+11%	+$275K	2.55%	11
2023 Q4	$2.38M	Buy	56,782 +9,706	+21%	+$415K	2.2%	11
2023 Q3	$2.04M	Buy	47,076 +4,770	+11%	+$209K	2.21%	12
2023 Q2	$1.72M	Sell	42,306 -400	-0.9%	-$16.3K	1.77%	12
2023 Q1	$1.86M	Buy	42,706 +1,278	+3%	+$54.6K	1.93%	12
2022 Q4	$1.81M	Buy	41,428 +474	+1%	+$20.6K	1.81%	12
2022 Q3	$1.48M	Sell	40,954 -40,994	-50%	-$1.55M	1.44%	13
2022 Q2	$3.15M	Hold	81,948	–	–	2.49%	12
2022 Q1	$3.15M	Buy	81,948 +30,336	+59%	+$1.05M	2.49%	12
2021 Q4	$1.66M	Buy	+51,612	New	+$1.46M	1.45%	12

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Starfox Financial Services's XLE Position: Q1 2024 in Review

Starfox Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q1 2024, buying an estimated $275K and bringing the position to 63,188 shares worth $3.01M. The position accounts for 2.55% of the portfolio, ranked #11.

Starfox Financial Services first reported a position in XLE in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.15M in Q2 2022. 1,818 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Starfox Financial Services held 63,188 shares of State Street Energy Select Sector SPDR ETF worth $3.01M as of Q1 2024.
Starfox Financial Services bought 6,406 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $275K.
State Street Energy Select Sector SPDR ETF made up 2.55% of Starfox Financial Services's portfolio in Q1 2024, its #11 holding.
Starfox Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Starfox Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $3.15M in Q2 2022.
1,818 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.