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

Veritable’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
2019 Q1	–	Sell	-26,800	Closed	-$768K	–	823
2018 Q4	$768K	Hold	26,800	–	–	0.02%	368
2018 Q3	$1.01M	Hold	26,800	–	–	0.02%	342
2018 Q2	$1.02M	Hold	26,800	–	–	0.02%	335
2018 Q1	$903K	Buy	+26,800	New	+$949K	0.02%	357
2013 Q4	–	Sell	-400	Closed	-$17K	–	1015
2013 Q3	$17K	Buy	+400	New	+$16.5K	﹤0.01%	926

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

Veritable's XLE Position: Q3 2023 in Review

Veritable sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 315,294 shares — an estimated $12.8M sold.

Veritable first reported a position in XLE in Q2 2013 and held it in 41 quarters. The position peaked at $117M in Q2 2014. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Veritable reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 315,294 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $12.8M.
Veritable first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 41 quarters.
Veritable's State Street Energy Select Sector SPDR ETF position peaked at $117M in Q2 2014.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.