West Family Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

West Family Investments’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 Q3	–	Sell	-114,000	Closed	-$5.2M	–	307
2024 Q2	$5.2M	Hold	114,000	–	–	1.56%	19
2024 Q1	$5.38M	Hold	114,000	–	–	1.67%	17
2023 Q4	$4.78M	Hold	114,000	–	–	1.62%	18
2023 Q3	$5.15M	Hold	114,000	–	–	1.8%	17
2023 Q2	$4.63M	Hold	114,000	–	–	1.8%	15
2023 Q1	$4.72M	Buy	+114,000	New	+$4.87M	1.87%	15

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

West Family Investments's XLE Position: Q3 2024 in Review

West Family Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 114,000 shares — an estimated $5.2M sold.

West Family Investments first reported a position in XLE in Q1 2023 and held it in 6 quarters. The position peaked at $5.38M in Q1 2024. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

West Family Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
West Family Investments sold 114,000 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $5.2M.
West Family Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
West Family Investments's State Street Energy Select Sector SPDR ETF position peaked at $5.38M in Q1 2024.
1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on West Family Investments's 13F filing for Q3 2024, filed 8 Nov 2024.