Avitas Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Avitas Wealth Management’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	$706K	Sell	16,486 -912	-5%	-$41.4K	0.1%	146
2024 Q3	$764K	Sell	17,398 -2,240	-11%	-$100K	0.11%	147
2024 Q2	$895K	Buy	19,638 +142	+0.7%	+$6.61K	0.13%	146
2024 Q1	$920K	Sell	19,496 -372	-2%	-$16K	0.14%	144
2023 Q4	$833K	Buy	19,868 +214	+1%	+$9.15K	0.14%	138
2023 Q3	$888K	Buy	19,654 +6	+0%	+$263	0.17%	129
2023 Q2	$797K	Buy	19,648 +202	+1%	+$8.23K	0.14%	135
2023 Q1	$805K	Buy	19,446 +620	+3%	+$26.5K	0.16%	137
2022 Q4	$823K	Buy	18,826 +1,158	+7%	+$50.4K	0.17%	120
2022 Q3	$636K	Buy	17,668 +382	+2%	+$14.4K	0.15%	129
2022 Q2	$618K	Buy	17,286 +3,530	+26%	+$142K	0.14%	134
2022 Q1	$526K	Buy	+13,756	New	+$476K	0.09%	155
2019 Q3	–	Sell	-16,890	Closed	-$538K	–	188
2019 Q2	$538K	Buy	16,890 +404	+2%	+$12.9K	0.15%	142
2019 Q1	$545K	Buy	16,486 +40	+0.2%	+$1.28K	0.16%	135
2018 Q4	$472K	Buy	16,446 +748	+5%	+$25K	0.16%	133
2018 Q3	$594K	Sell	15,698 -128	-0.8%	-$4.8K	0.17%	139
2018 Q2	$601K	Buy	+15,826	New	+$588K	0.19%	132

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

Avitas Wealth Management's XLE Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.2% in Q4 2024, selling an estimated $41.4K and leaving 16,486 shares worth $706K. The position accounts for 0.1% of the portfolio, ranked #146.

Avitas Wealth Management first reported a position in XLE in Q2 2018 and has held it in 17 quarters since. The position peaked at $920K in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Avitas Wealth Management held 16,486 shares of State Street Energy Select Sector SPDR ETF worth $706K as of Q4 2024.
Avitas Wealth Management sold 912 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $41.4K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Avitas Wealth Management's portfolio in Q4 2024, its #146 holding.
Avitas Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 17 quarters since.
Avitas Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $920K in Q1 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.