Annapolis Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Annapolis Financial Services’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	$45.7K	Hold	1,040	–	–	0.01%	163
2024 Q2	$47.4K	Hold	1,040	–	–	0.02%	151
2024 Q1	$49.1K	Hold	1,040	–	–	0.02%	145
2023 Q4	$43.6K	Hold	1,040	–	–	0.01%	209
2023 Q3	$47K	Hold	1,040	–	–	0.01%	194
2023 Q2	$42.2K	Buy	+1,040	New	+$42.4K	0.01%	196
2022 Q2	–	Sell	-150	Closed	-$6K	–	497
2022 Q1	$6K	Buy	+150	New	+$5.2K	﹤0.01%	335
2021 Q1	–	Sell	-630	Closed	-$12K	–	456
2020 Q4	$12K	Buy	+630	New	+$10.9K	﹤0.01%	237

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

Annapolis Financial Services's XLE Position: Q3 2024 in Review

Annapolis Financial Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2024 at 1,040 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #163.

Annapolis Financial Services first reported a position in XLE in Q4 2020 and has held it in 8 quarters since. The position peaked at $49.1K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Annapolis Financial Services held 1,040 shares of State Street Energy Select Sector SPDR ETF worth $45.7K as of Q3 2024.
Annapolis Financial Services left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Energy Select Sector SPDR ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #163 holding.
Annapolis Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
Annapolis Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $49.1K in Q1 2024.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.