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Center for Financial Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-150
Closed -$7.08K – 630
2024
Q1 		$7.08K Buy
+150
New +$6.44K ﹤0.01% 444
2021
Q4 		– Sell
-144
Closed -$4K – 571
2021
Q3 		$4K Buy
+144
New +$3.57K ﹤0.01% 425

Other funds holding XLE

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Center for Financial Planning's XLE Position: Q2 2024 in Review

Center for Financial Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 150 shares — an estimated $7.08K sold.

Center for Financial Planning first reported a position in XLE in Q3 2021 and held it in 2 quarters. The position peaked at $7.08K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Center for Financial Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 150 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $7.08K.
  • Center for Financial Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Center for Financial Planning's State Street Energy Select Sector SPDR ETF position peaked at $7.08K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.