Independent Solutions Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Solutions Wealth Management’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 Q3	–	Sell	-5,604	Closed	-$227K	–	230
2023 Q2	$227K	Hold	5,604	–	–	0.06%	200
2023 Q1	$232K	Hold	5,604	–	–	0.07%	190
2022 Q4	$245K	Hold	5,604	–	–	0.07%	187
2022 Q3	$202K	Sell	5,604 -444	-7%	-$16.8K	0.07%	204
2022 Q2	$216K	Sell	6,048 -152	-2%	-$6.1K	0.07%	201
2022 Q1	$237K	Buy	+6,200	New	+$215K	0.06%	196

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Independent Solutions Wealth Management's XLE Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 5,604 shares — an estimated $227K sold.

Independent Solutions Wealth Management first reported a position in XLE in Q1 2022 and held it in 6 quarters. The position peaked at $245K in Q4 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Independent Solutions Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 5,604 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $227K.
Independent Solutions Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
Independent Solutions Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $245K in Q4 2022.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.