TA
XLE icon

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

Tactive 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
Q4 		– Sell
-14,324
Closed -$647K – 101
2023
Q3 		$647K Buy
+14,324
New +$627K 0.56% 30

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tactive Advisors's XLE Position: Q4 2023 in Review

Tactive Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 14,324 shares — an estimated $647K sold.

Tactive Advisors first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $647K in Q3 2023. 1,782 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Tactive Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Tactive Advisors sold 14,324 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $647K.
  • Tactive Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Tactive Advisors's State Street Energy Select Sector SPDR ETF position peaked at $647K in Q3 2023.
  • 1,782 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Tactive Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.