Householder Group Estate & Retirement Specialist’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$494K	Sell	11,538 -9,280	-45%	-$422K	0.37%	44
2024 Q3	$913K	Sell	20,818 -7,532	-27%	-$337K	0.27%	83
2024 Q2	$1.29M	Buy	28,350 +5,240	+23%	+$244K	0.36%	55
2024 Q1	$1.09M	Sell	23,110 -15,886	-41%	-$682K	0.32%	66
2023 Q4	$1.63M	Buy	38,996 +20,636	+112%	+$882K	0.54%	39
2023 Q3	$830K	Buy	+18,360	New	+$803K	0.3%	70
2023 Q1	$669K	Buy	+16,152	New	+$691K	0.26%	88
2022 Q4	–	Sell	-11,242	Closed	-$404K	–	1181
2022 Q3	$404K	Sell	11,242 -3,688	-25%	-$139K	0.17%	127
2022 Q2	$534K	Buy	14,930 +3,120	+26%	+$125K	0.24%	101
2022 Q1	$451K	Buy	11,810 +2,162	+22%	+$74.9K	0.18%	129
2021 Q4	$268K	Buy	+9,648	New	+$273K	0.1%	174

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's XLE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 45% in Q4 2024, selling an estimated $422K and leaving 11,538 shares worth $494K. The position accounts for 0.37% of the portfolio, ranked #44.

Householder Group Estate & Retirement Specialist first reported a position in XLE in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2023. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 11,538 shares of State Street Energy Select Sector SPDR ETF worth $494K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 9,280 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $422K.
State Street Energy Select Sector SPDR ETF made up 0.37% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #44 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street Energy Select Sector SPDR ETF position peaked at $1.63M in Q4 2023.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.