Tallon Kerry Patrick’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tallon Kerry Patrick’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 Q4	$239K	Buy	+5,520	New	+$251K	0.23%	78

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Tallon Kerry Patrick's XLE Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024: 5,520 shares worth $239K. The stake represents 0.23% of the portfolio and ranks #78 among its holdings.

1,887 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Tallon Kerry Patrick held 5,520 shares of State Street Energy Select Sector SPDR ETF worth $239K as of Q4 2024.
State Street Energy Select Sector SPDR ETF was a new Tallon Kerry Patrick position in Q4 2024.
State Street Energy Select Sector SPDR ETF made up 0.23% of Tallon Kerry Patrick's portfolio in Q4 2024, its #78 holding.
1,887 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.