Beacon Bridge Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beacon Bridge Wealth 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	-19,624	Closed	-$861K	–	94
2024 Q3	$861K	Buy	19,624 +2,746	+16%	+$123K	0.37%	48
2024 Q2	$769K	Buy	16,878 +2,542	+18%	+$118K	0.35%	52
2024 Q1	$677K	Buy	14,336 +4,240	+42%	+$182K	0.32%	53
2023 Q4	$423K	Buy	+10,096	New	+$432K	0.21%	62

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

Beacon Bridge Wealth Partners's XLE Position: Q4 2024 in Review

Beacon Bridge Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 19,624 shares — an estimated $861K sold.

Beacon Bridge Wealth Partners first reported a position in XLE in Q4 2023 and held it in 4 quarters. The position peaked at $861K in Q3 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Beacon Bridge Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 19,624 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $861K.
Beacon Bridge Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Beacon Bridge Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $861K in Q3 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.