Global Wealth Management Investment Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-720	Closed	-$30.2K	–	449
2023 Q4	$30.2K	Hold	720	–	–	0.01%	224
2023 Q3	$32.5K	Sell	720 -76	-10%	-$3.33K	0.01%	215
2023 Q2	$32.3K	Buy	+796	New	+$32.4K	0.01%	221
2022 Q3	–	Sell	-716	Closed	-$26K	–	489
2022 Q2	$26K	Sell	716 -50	-7%	-$2.01K	0.01%	223
2022 Q1	$29K	Buy	766 +12	+2%	+$416	0.01%	231
2021 Q4	$21K	Hold	754	–	–	0.01%	255
2021 Q3	$20K	Sell	754 -70	-8%	-$1.73K	0.01%	262
2021 Q2	$22K	Hold	824	–	–	0.01%	242
2021 Q1	$20K	Sell	824 -116	-12%	-$2.68K	0.01%	248
2020 Q4	$18K	Hold	940	–	–	0.01%	243
2020 Q3	$14K	Sell	940 -20	-2%	-$355	0.01%	255
2020 Q2	$18K	Sell	960 -74	-7%	-$1.38K	0.01%	286
2020 Q1	$15K	Buy	1,034 +338	+49%	+$8.02K	0.01%	287
2019 Q4	$21K	Hold	696	–	–	0.01%	265
2019 Q3	$21K	Sell	696 -70	-9%	-$2.12K	0.01%	245
2019 Q2	$24K	Sell	766 -2,992	-80%	-$95.8K	0.01%	245
2019 Q1	$124K	Sell	3,758 -1,364	-27%	-$43.8K	0.06%	139
2018 Q4	$147K	Buy	+5,122	New	+$171K	0.09%	148

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's XLE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 720 shares — an estimated $30.2K sold.

Global Wealth Management Investment Advisory first reported a position in XLE in Q4 2018 and held it in 18 quarters. The position peaked at $147K in Q4 2018. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 720 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $30.2K.
Global Wealth Management Investment Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Energy Select Sector SPDR ETF position peaked at $147K in Q4 2018.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.