Sutton Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$18.1K	Hold	400	–	–	0.01%	371
2023 Q2	$16.2K	Buy	+400	New	+$16.3K	0.01%	378
2019 Q4	–	Sell	-6,570	Closed	-$194K	–	1201
2019 Q3	$194K	Hold	6,570	–	–	0.11%	150
2019 Q2	$209K	Hold	6,570	–	–	0.12%	136
2019 Q1	$217K	Hold	6,570	–	–	0.13%	130
2018 Q4	$188K	Buy	+6,570	New	+$220K	0.12%	134
2018 Q2	–	Sell	-20	Closed	-$674	–	1165
2018 Q1	$674	Buy	+20	New	+$708	﹤0.01%	1069

Other funds holding XLE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sutton Wealth Advisors's XLE Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2023 at 400 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #371.

Sutton Wealth Advisors first reported a position in XLE in Q1 2018 and has held it in 7 quarters since. The position peaked at $217K in Q1 2019. 1,712 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Sutton Wealth Advisors held 400 shares of State Street Energy Select Sector SPDR ETF worth $18.1K as of Q3 2023.
Sutton Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Energy Select Sector SPDR ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #371 holding.
Sutton Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 7 quarters since.
Sutton Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $217K in Q1 2019.
1,712 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.