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

Channel Wealth’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 Q3	–	Sell	-46,594	Closed	-$2.12M	–	177
2024 Q2	$2.12M	Sell	46,594 -13,674	-23%	-$637K	0.77%	41
2024 Q1	$2.84M	Buy	60,268 +11,652	+24%	+$501K	1.14%	28
2023 Q4	$2.04M	Buy	48,616 +13,242	+37%	+$566K	0.96%	39
2023 Q3	$1.6M	Buy	35,374 +11,170	+46%	+$489K	0.9%	36
2023 Q2	$982K	Buy	24,204 +2,120	+10%	+$86.3K	0.56%	64
2023 Q1	$915K	Buy	+22,084	New	+$944K	0.59%	53

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Channel Wealth's XLE Position: Q3 2024 in Review

Channel Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 46,594 shares — an estimated $2.12M sold.

Channel Wealth first reported a position in XLE in Q1 2023 and held it in 6 quarters. The position peaked at $2.84M in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Channel Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Channel Wealth sold 46,594 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $2.12M.
Channel Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
Channel Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.84M in Q1 2024.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Channel Wealth's 13F filing for Q3 2024, filed 31 Oct 2024.