Boston Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Boston Financial 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	$2.13M	Buy	49,728 +37,028	+292%	+$1.68M	0.06%	143
2024 Q3	$558K	Sell	12,700 -16,000	-56%	-$715K	0.02%	231
2024 Q2	$1.31M	Buy	28,700 +1,200	+4%	+$55.9K	0.04%	173
2024 Q1	$1.3M	Buy	27,500 +1,000	+4%	+$43K	0.04%	176
2023 Q4	$1.11M	Buy	26,500 +22,000	+489%	+$941K	0.04%	180
2023 Q3	$203K	Buy	+4,500	New	+$197K	0.01%	296

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Boston Financial Management's XLE Position: Q4 2024 in Review

Boston Financial Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 292% in Q4 2024, buying an estimated $1.68M and bringing the position to 49,728 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #143.

Boston Financial Management first reported a position in XLE in Q3 2023 and has held it in 6 quarters since. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Boston Financial Management held 49,728 shares of State Street Energy Select Sector SPDR ETF worth $2.13M as of Q4 2024.
Boston Financial Management bought 37,028 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $1.68M.
State Street Energy Select Sector SPDR ETF made up 0.06% of Boston Financial Management's portfolio in Q4 2024, its #143 holding.
Boston Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.