Ciovacco Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ciovacco Capital 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	–	Sell	-7,034	Closed	-$309K	–	28
2024 Q3	$309K	Sell	7,034 -70	-1%	-$3.13K	0.18%	22
2024 Q2	$324K	Sell	7,104 -226	-3%	-$10.5K	0.21%	20
2024 Q1	$346K	Sell	7,330 -200	-3%	-$8.59K	0.23%	21
2023 Q4	$315K	Sell	7,530 -844	-10%	-$36.1K	0.23%	21
2023 Q3	$378K	Buy	8,374 +82	+1%	+$3.59K	0.31%	20
2023 Q2	$336K	Sell	8,292 -326	-4%	-$13.3K	0.27%	22
2023 Q1	$356K	Sell	8,618 -68,146	-89%	-$2.91M	0.55%	21
2022 Q4	$3.36M	Buy	76,764 +27,910	+57%	+$1.21M	17.37%	2
2022 Q3	$1.76M	Sell	48,854 -2,520	-5%	-$95.3K	8.57%	4
2022 Q2	$1.84M	Buy	51,374 +42,590	+485%	+$1.71M	5.4%	8
2022 Q1	$336K	Sell	8,784 -74	-0.8%	-$2.56K	0.3%	20
2021 Q4	$246K	Buy	8,858 +410	+5%	+$11.6K	0.15%	27
2021 Q3	$220K	Sell	8,448 -52,336	-86%	-$1.3M	0.15%	26
2021 Q2	$1.64M	Sell	60,784 -40,236	-40%	-$1.05M	1.18%	16
2021 Q1	$2.48M	Buy	+101,020	New	+$2.33M	2.02%	13

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

Ciovacco Capital Management's XLE Position: Q4 2024 in Review

Ciovacco Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 7,034 shares — an estimated $309K sold.

Ciovacco Capital Management first reported a position in XLE in Q1 2021 and held it in 15 quarters. The position peaked at $3.36M in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Ciovacco Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Ciovacco Capital Management sold 7,034 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $309K.
Ciovacco Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 15 quarters.
Ciovacco Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $3.36M in Q4 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Ciovacco Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.