Carolina Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Carolina Wealth 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	-34	Closed	-$1.49K	–	355
2024 Q3	$1.49K	Hold	34	–	–	﹤0.01%	289
2024 Q2	$1.55K	Hold	34	–	–	﹤0.01%	192
2024 Q1	$1.6K	Hold	34	–	–	﹤0.01%	194
2023 Q4	$1.43K	Hold	34	–	–	﹤0.01%	211
2023 Q3	$1.54K	Hold	34	–	–	﹤0.01%	225
2023 Q2	$1.38K	Hold	34	–	–	﹤0.01%	219
2023 Q1	$1.41K	Hold	34	–	–	﹤0.01%	222
2022 Q4	$1K	Hold	34	–	–	﹤0.01%	226
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	235
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	259
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	277
2021 Q4	$1K	Hold	34	–	–	﹤0.01%	271
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	265
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	281
2021 Q1	$1K	Sell	34 -16	-32%	-$369	﹤0.01%	301
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	240
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	215
2020 Q2	$1K	Sell	50 -258	-84%	-$4.8K	﹤0.01%	168
2020 Q1	$4K	Hold	308	–	–	﹤0.01%	140
2019 Q4	$9K	Buy	+308	New	+$9.13K	0.01%	134

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

Carolina Wealth Advisors's XLE Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 34 shares — an estimated $1.49K sold.

Carolina Wealth Advisors first reported a position in XLE in Q4 2019 and held it in 20 quarters. The position peaked at $9K in Q4 2019. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Carolina Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 34 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $1.49K.
Carolina Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9K in Q4 2019.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.