Argent Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Argent Financial 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 Q3	$299K	Buy	+6,800	New	+$304K	0.04%	261

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

Argent Financial Group's XLE Position: Q3 2024 in Review

Argent Financial Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024: 6,800 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #261 among its holdings.

1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Argent Financial Group held 6,800 shares of State Street Energy Select Sector SPDR ETF worth $299K as of Q3 2024.
State Street Energy Select Sector SPDR ETF was a new Argent Financial Group position in Q3 2024.
State Street Energy Select Sector SPDR ETF made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #261 holding.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.