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B.O.S.S. Retirement Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

B.O.S.S. Retirement Advisors’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
-8,822
Closed -$387K – 300
2024
Q3 		$387K Buy
8,822
+1,424
+19% +$63.7K 0.08% 166
2024
Q2 		$337K Buy
7,398
+750
+11% +$34.9K 0.09% 143
2024
Q1 		$279K Sell
6,648
-1,264
-16% -$54.3K 0.11% 112
2023
Q4 		$332K Buy
7,912
+614
+8% +$26.3K 0.06% 201
2023
Q3 		$330K Sell
7,298
-724
-9% -$31.7K 0.07% 199
2023
Q2 		$326K Sell
8,022
-58
-0.7% -$2.36K 0.07% 194
2023
Q1 		$335K Sell
8,080
-2,658
-25% -$114K 0.08% 184
2022
Q4 		$470K Buy
+10,738
New +$467K 0.12% 169

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B.O.S.S. Retirement Advisors's XLE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 8,822 shares — an estimated $387K sold.

B.O.S.S. Retirement Advisors first reported a position in XLE in Q4 2022 and held it in 8 quarters. The position peaked at $470K in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 8,822 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $387K.
  • B.O.S.S. Retirement Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's State Street Energy Select Sector SPDR ETF position peaked at $470K 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 B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.