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Zuckerman Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Zuckerman Investment Group’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
Q2 		– Sell
-4,712
Closed -$222K – 152
2024
Q1 		$222K Buy
+4,712
New +$202K 0.03% 131
2023
Q4 		– Sell
-4,478
Closed -$202K – 144
2023
Q3 		$202K Buy
+4,478
New +$196K 0.03% 121

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Zuckerman Investment Group's XLE Position: Q2 2024 in Review

Zuckerman Investment Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 4,712 shares — an estimated $222K sold.

Zuckerman Investment Group first reported a position in XLE in Q3 2023 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Zuckerman Investment Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Zuckerman Investment Group sold 4,712 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $222K.
  • Zuckerman Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
  • Zuckerman Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $222K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Zuckerman Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.