Goodman Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Goodman Advisory Group’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	–	Sell	-41,086	Closed	-$1.8M	–	191
2024 Q3	$1.8M	Buy	41,086 +30,454	+286%	+$1.36M	0.51%	43
2024 Q2	$485K	Buy	+10,632	New	+$495K	0.14%	62
2023 Q1	–	Sell	-4,342	Closed	-$190K	–	180
2022 Q4	$190K	Sell	4,342 -1,840	-30%	-$80.1K	0.11%	46
2022 Q3	$223K	Sell	6,182 -256	-4%	-$9.68K	0.12%	45
2022 Q2	$230K	Buy	+6,438	New	+$258K	0.1%	44

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goodman Advisory Group's XLE Position: Q4 2024 in Review

Goodman Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 41,086 shares — an estimated $1.8M sold.

Goodman Advisory Group first reported a position in XLE in Q2 2022 and held it in 5 quarters. The position peaked at $1.8M in Q3 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Goodman Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Goodman Advisory Group sold 41,086 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $1.8M.
Goodman Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
Goodman Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $1.8M in Q3 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.