IMA Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IMA Advisory 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
2023 Q4	–	Sell	-400	Closed	-$18.1K	–	272
2023 Q3	$18.1K	Hold	400	–	–	﹤0.01%	221
2023 Q2	$16.2K	Hold	400	–	–	﹤0.01%	234
2023 Q1	$16.6K	Hold	400	–	–	﹤0.01%	223
2022 Q4	$17.5K	Hold	400	–	–	﹤0.01%	227
2022 Q3	$14K	Hold	400	–	–	﹤0.01%	235
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	247
2022 Q1	$15K	Hold	400	–	–	﹤0.01%	227
2021 Q4	$11K	Buy	+400	New	+$11.3K	﹤0.01%	249
2018 Q3	–	Sell	-20	Closed	-$1K	–	472
2018 Q2	$1K	Buy	+20	New	+$743	﹤0.01%	460

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMA Advisory Services's XLE Position: Q4 2023 in Review

IMA Advisory Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 400 shares — an estimated $18.1K sold.

IMA Advisory Services first reported a position in XLE in Q2 2018 and held it in 9 quarters. The position peaked at $18.1K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

IMA Advisory Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 400 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $18.1K.
IMA Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
IMA Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $18.1K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.