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Wambolt & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wambolt & Associates’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
-5,644
Closed -$250K – 252
2023
Q3 		$250K Buy
+5,644
New +$247K 0.09% 211

Other funds holding XLE

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wambolt & Associates's XLE Position: Q4 2023 in Review

Wambolt & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 5,644 shares — an estimated $250K sold.

Wambolt & Associates first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Wambolt & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Wambolt & Associates sold 5,644 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $250K.
  • Wambolt & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Wambolt & Associates's State Street Energy Select Sector SPDR ETF position peaked at $250K in Q3 2023.
  • 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Wambolt & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.