Financial Synergies Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Synergies Wealth Advisors’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	-800	Closed	-$37.8K	–	486
2024 Q1	$37.8K	Hold	800	–	–	0.01%	149
2023 Q4	$35K	Hold	800	–	–	0.01%	109
2023 Q3	$36.2K	Hold	800	–	–	0.01%	135
2023 Q2	$32.5K	Hold	800	–	–	﹤0.01%	133
2023 Q1	$33.1K	Hold	800	–	–	﹤0.01%	137
2022 Q4	$35K	Sell	800 -246	-24%	-$10.7K	0.01%	109
2022 Q3	$37.7K	Hold	1,046	–	–	0.01%	102
2022 Q2	$37.4K	Buy	+1,046	New	+$42K	0.01%	113

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

Financial Synergies Wealth Advisors's XLE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 800 shares — an estimated $37.8K sold.

Financial Synergies Wealth Advisors first reported a position in XLE in Q2 2022 and held it in 8 quarters. The position peaked at $37.8K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 800 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $37.8K.
Financial Synergies Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $37.8K 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 Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.