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Texas Capital Bank Wealth Management Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Texas Capital Bank Wealth Management 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
Q4 		– Sell
-7,342
Closed -$322K – 207
2024
Q3 		$322K Sell
7,342
-284
-4% -$12.7K 0.03% 151
2024
Q2 		$348K Buy
+7,626
New +$355K 0.04% 142
2024
Q1 		– Sell
-113,188
Closed -$1.48M – 228
2023
Q4 		$1.48M Buy
113,188
+93,188
+466% +$3.98M 0.17% 59
2023
Q3 		$41K Buy
20,000
+11,654
+140% +$510K 0.01% 204
2023
Q2 		$339K Sell
8,346
-215,104
-96% -$8.76M 0.04% 147
2023
Q1 		$9.25M Buy
223,450
+52,452
+31% +$2.24M 1.07% 22
2022
Q4 		$7.48M Buy
170,998
+75,698
+79% +$3.3M 0.91% 36
2022
Q3 		$3.43M Sell
95,300
-136,270
-59% -$5.15M 0.44% 49
2022
Q2 		$8.28M Sell
231,570
-11,936
-5% -$479K 0.96% 37
2022
Q1 		$9.31M Buy
243,506
+88,420
+57% +$3.06M 0.85% 40
2021
Q4 		$4.3M Buy
155,086
+3,832
+3% +$108K 0.37% 46
2021
Q3 		$3.94M Buy
151,254
+23,906
+19% +$592K 0.4% 47
2021
Q2 		$3.43M Buy
127,348
+57,852
+83% +$1.5M 0.43% 45
2021
Q1 		$1.71M Buy
+69,496
New +$1.6M 0.24% 59

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's XLE Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 7,342 shares — an estimated $322K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLE in Q1 2021 and held it in 14 quarters. The position peaked at $9.31M in Q1 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 7,342 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $322K.
  • Texas Capital Bank Wealth Management Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 14 quarters.
  • Texas Capital Bank Wealth Management Services's State Street Energy Select Sector SPDR ETF position peaked at $9.31M in Q1 2022.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.