Imprint Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Imprint Wealth’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	$715K	Buy	15,044 +6,802	+83%	+$292K	0.17%	119
2023 Q4	$346K	Sell	8,242 -836	-9%	-$35.7K	0.28%	109
2023 Q3	$410K	Buy	9,078 +3,702	+69%	+$162K	0.35%	87
2023 Q2	$219K	Sell	5,376 -3,134	-37%	-$128K	0.14%	161
2023 Q1	$351K	Buy	+8,510	New	+$364K	0.23%	117

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

Imprint Wealth's XLE Position: Q1 2024 in Review

Imprint Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 83% in Q1 2024, buying an estimated $292K and bringing the position to 15,044 shares worth $715K. The position accounts for 0.17% of the portfolio, ranked #119.

Imprint Wealth first reported a position in XLE in Q1 2023 and has held it in 5 quarters since. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Imprint Wealth held 15,044 shares of State Street Energy Select Sector SPDR ETF worth $715K as of Q1 2024.
Imprint Wealth bought 6,802 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $292K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Imprint Wealth's portfolio in Q1 2024, its #119 holding.
Imprint Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 5 quarters since.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.