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

Bouchey 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 Q1	–	Sell	-10,510	Closed	-$441K	–	154
2023 Q4	$441K	Hold	10,510	–	–	0.05%	84
2023 Q3	$475K	Hold	10,510	–	–	0.06%	68
2023 Q2	$427K	Sell	10,510 -1,108	-10%	-$45.1K	0.05%	70
2023 Q1	$481K	Buy	11,618 +1,208	+12%	+$51.6K	0.06%	58
2022 Q4	$455K	Sell	10,410 -140	-1%	-$6.09K	0.07%	54
2022 Q3	$380K	Hold	10,550	–	–	0.06%	62
2022 Q2	$377K	Buy	10,550 +900	+9%	+$36.1K	0.06%	63
2022 Q1	$369K	Hold	9,650	–	–	0.05%	68
2021 Q4	$268K	Hold	9,650	–	–	0.04%	84
2021 Q3	$251K	Hold	9,650	–	–	0.03%	81
2021 Q2	$260K	Hold	9,650	–	–	0.04%	69
2021 Q1	$237K	Buy	+9,650	New	+$223K	0.04%	74
2020 Q1	–	Sell	-10,900	Closed	-$327K	–	81
2019 Q4	$327K	Hold	10,900	–	–	0.07%	59
2019 Q3	$323K	Hold	10,900	–	–	0.08%	57
2019 Q2	$347K	Hold	10,900	–	–	0.08%	50
2019 Q1	$360K	Buy	+10,900	New	+$350K	0.09%	52

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bouchey Financial Group's XLE Position: Q1 2024 in Review

Bouchey Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 10,510 shares — an estimated $441K sold.

Bouchey Financial Group first reported a position in XLE in Q1 2019 and held it in 16 quarters. The position peaked at $481K in Q1 2023. 1,816 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Bouchey Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Bouchey Financial Group sold 10,510 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $441K.
Bouchey Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and held it in 16 quarters.
Bouchey Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $481K in Q1 2023.
1,816 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Bouchey Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.