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

Insight Wealth Strategies’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	–	Sell	-7,660	Closed	-$321K	–	182
2023 Q4	$321K	Buy	7,660 +66	+0.9%	+$2.82K	0.05%	142
2023 Q3	$343K	Buy	7,594 +144	+2%	+$6.3K	0.07%	130
2023 Q2	$302K	Sell	7,450 -72	-1%	-$2.93K	0.06%	126
2023 Q1	$311K	Buy	7,522 +140	+2%	+$5.99K	0.06%	122
2022 Q4	$323K	Buy	7,382 +222	+3%	+$9.66K	0.06%	121
2022 Q3	$256K	Hold	7,160	–	–	0.05%	131
2022 Q2	$256K	Buy	7,160 +18	+0.3%	+$722	0.05%	131
2022 Q1	$273K	Buy	+7,142	New	+$247K	0.04%	142
2021 Q4	–	Sell	-24,936	Closed	-$649K	–	193
2021 Q3	$649K	Buy	24,936 +2,876	+13%	+$71.2K	0.09%	133
2021 Q2	$594K	Buy	22,060 +3,698	+20%	+$96.2K	0.08%	134
2021 Q1	$450K	Buy	+18,362	New	+$424K	0.06%	149

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

Insight Wealth Strategies's XLE Position: Q1 2024 in Review

Insight Wealth Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 7,660 shares — an estimated $321K sold.

Insight Wealth Strategies first reported a position in XLE in Q1 2021 and held it in 11 quarters. The position peaked at $649K in Q3 2021. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Insight Wealth Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Insight Wealth Strategies sold 7,660 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $321K.
Insight Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
Insight Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $649K in Q3 2021.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.