First Personal Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Personal Financial Services’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	$49.2K	Buy	1,120 +1,076	+2,445%	+$48.1K	0.01%	198
2024 Q2	$2.01K	Hold	44	–	–	﹤0.01%	331
2024 Q1	$2.08K	Sell	44 -950	-96%	-$40.8K	﹤0.01%	330
2023 Q4	$41.7K	Hold	994	–	–	0.01%	219
2023 Q3	$44.9K	Hold	994	–	–	0.01%	206
2023 Q2	$40.3K	Hold	994	–	–	0.01%	220
2023 Q1	$41.2K	Hold	994	–	–	0.01%	221
2022 Q4	$43.5K	Buy	994 +628	+172%	+$27.3K	0.01%	220
2022 Q3	$13K	Buy	+366	New	+$13.8K	﹤0.01%	320
2018 Q1	–	Hold	0	–	–	–	45
2017 Q4	–	Hold	0	–	–	–	48
2017 Q3	–	Hold	0	–	–	–	304
2017 Q2	–	Hold	0	–	–	–	287
2017 Q1	–	Hold	0	–	–	–	259
2016 Q4	–	Hold	0	–	–	–	233
2016 Q3	–	Hold	0	–	–	–	186
2016 Q2	–	Hold	0	–	–	–	182
2016 Q1	–	Hold	0	–	–	–	273

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

First Personal Financial Services's XLE Position: Q3 2024 in Review

First Personal Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2,445% in Q3 2024, buying an estimated $48.1K and bringing the position to 1,120 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #198.

First Personal Financial Services first reported a position in XLE in Q3 2022 and has held it in 9 quarters since. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

First Personal Financial Services held 1,120 shares of State Street Energy Select Sector SPDR ETF worth $49.2K as of Q3 2024.
First Personal Financial Services bought 1,076 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $48.1K.
State Street Energy Select Sector SPDR ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #198 holding.
First Personal Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 9 quarters since.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.