Alpha Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Alpha Financial Partners’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	-5,638	Closed	-$247K	–	166
2024 Q3	$247K	Buy	+5,638	New	+$252K	0.18%	89
2023 Q4	–	Sell	-4,704	Closed	-$213K	–	95
2023 Q3	$213K	Buy	+4,704	New	+$206K	0.25%	79
2023 Q2	–	Sell	-5,562	Closed	-$230K	–	102
2023 Q1	$230K	Sell	5,562 -28,628	-84%	-$1.22M	0.26%	84
2022 Q4	$1.5M	Buy	+34,190	New	+$1.49M	1.81%	11

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpha Financial Partners's XLE Position: Q4 2024 in Review

Alpha Financial Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,638 shares — an estimated $247K sold.

Alpha Financial Partners first reported a position in XLE in Q4 2022 and held it in 4 quarters. The position peaked at $1.5M in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Alpha Financial Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Alpha Financial Partners sold 5,638 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $247K.
Alpha Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Alpha Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $1.5M in Q4 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.