Core Wealth Advisors (Florida)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Core Wealth Advisors (Florida)’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	-1,268	Closed	-$59.9K	–	245
2024 Q1	$59.9K	Buy	1,268 +406	+47%	+$17.4K	0.02%	96
2023 Q4	$36.2K	Buy	862 +692	+407%	+$29.6K	0.01%	105
2023 Q3	$7.68K	Hold	170	–	–	﹤0.01%	181
2023 Q2	$6.9K	Buy	+170	New	+$6.92K	﹤0.01%	182
2022 Q1	–	Sell	-190	Closed	-$5K	–	233
2021 Q4	$5K	Hold	190	–	–	﹤0.01%	184
2021 Q3	$5K	Hold	190	–	–	﹤0.01%	161
2021 Q2	$5K	Hold	190	–	–	﹤0.01%	157
2021 Q1	$5K	Hold	190	–	–	﹤0.01%	148
2020 Q4	$4K	Buy	190 +80	+73%	+$1.38K	﹤0.01%	153
2020 Q3	$2K	Hold	110	–	–	﹤0.01%	140
2020 Q2	$2K	Hold	110	–	–	﹤0.01%	117
2020 Q1	$2K	Hold	110	–	–	﹤0.01%	138
2019 Q4	$3K	Buy	+110	New	+$3.26K	﹤0.01%	109

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Core Wealth Advisors (Florida)'s XLE Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 1,268 shares — an estimated $59.9K sold.

Core Wealth Advisors (Florida) first reported a position in XLE in Q4 2019 and held it in 13 quarters. The position peaked at $59.9K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,268 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $59.9K.
Core Wealth Advisors (Florida) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Core Wealth Advisors (Florida)'s State Street Energy Select Sector SPDR ETF position peaked at $59.9K 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 Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.