EWM
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Executive Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Executive Wealth 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 		$707K Sell
16,508
-2,982
-15% -$136K 0.06% 145
2024
Q3 		$856K Sell
19,490
-374
-2% -$16.7K 0.07% 136
2024
Q2 		$905K Buy
19,864
+3,282
+20% +$153K 0.17% 58
2024
Q1 		$789K Sell
16,582
-7,880
-32% -$338K 0.07% 128
2023
Q4 		$1.03M Buy
24,462
+512
+2% +$21.9K 0.1% 120
2023
Q3 		$1.08M Sell
23,950
-948
-4% -$41.5K 0.11% 120
2023
Q2 		$1.01M Sell
24,898
-1,500
-6% -$61.1K 0.1% 122
2023
Q1 		$1.09M Sell
26,398
-506
-2% -$21.6K 0.12% 113
2022
Q4 		$1.18M Buy
26,904
+24,908
+1,248% +$1.08M 0.14% 108
2022
Q3 		$998 Sell
1,996
-26,564
-93% -$1M 0.14% 104
2022
Q2 		$1.02M Buy
28,560
+15,384
+117% +$617K 0.14% 101
2022
Q1 		$503K Sell
13,176
-2,146
-14% -$74.3K 0.05% 135
2021
Q4 		$425K Buy
15,322
+6,442
+73% +$182K 0.04% 147
2021
Q3 		$231K Sell
8,880
-190
-2% -$4.71K 0.03% 167
2021
Q2 		$244K Buy
+9,070
New +$236K 0.03% 173
2019
Q3 		– Sell
-3,508
Closed -$112K – 822
2019
Q2 		$112K Buy
3,508
+400
+13% +$12.8K 0.02% 208
2019
Q1 		$103K Sell
3,108
-292
-9% -$9.38K 0.02% 194
2018
Q4 		$97K Buy
+3,400
New +$114K 0.02% 205

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's XLE Position: Q4 2024 in Review

Executive Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 15% in Q4 2024, selling an estimated $136K and leaving 16,508 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #145.

Executive Wealth Management first reported a position in XLE in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Executive Wealth Management held 16,508 shares of State Street Energy Select Sector SPDR ETF worth $707K as of Q4 2024.
  • Executive Wealth Management sold 2,982 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $136K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Executive Wealth Management's portfolio in Q4 2024, its #145 holding.
  • Executive Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 18 quarters since.
  • Executive Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.18M 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 Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.