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

Janiczek 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
2024 Q2	$547	Hold	12	–	–	﹤0.01%	996
2024 Q1	$567	Sell	12 -332	-97%	-$14.3K	﹤0.01%	995
2023 Q4	$14.4K	Sell	344 -530	-61%	-$22.7K	﹤0.01%	602
2023 Q3	$39.5K	Buy	874 +790	+940%	+$34.6K	0.01%	397
2023 Q2	$3.41K	Hold	84	–	–	﹤0.01%	706
2023 Q1	$3.66K	Sell	84 -4	-5%	-$171	﹤0.01%	703
2022 Q4	$3.95K	Buy	88 +4	+5%	+$174	﹤0.01%	692
2022 Q3	$3K	Hold	84	–	–	﹤0.01%	739
2022 Q2	$3K	Hold	84	–	–	﹤0.01%	751
2022 Q1	$3K	Hold	84	–	–	﹤0.01%	749
2021 Q4	$2K	Hold	84	–	–	﹤0.01%	861
2021 Q3	$2K	Hold	84	–	–	﹤0.01%	837
2021 Q2	$2K	Buy	+84	New	+$2.18K	﹤0.01%	793

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Janiczek Wealth Management's XLE Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2024 at 12 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Janiczek Wealth Management first reported a position in XLE in Q2 2021 and has held it in 13 quarters since. The position peaked at $39.5K in Q3 2023. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Janiczek Wealth Management held 12 shares of State Street Energy Select Sector SPDR ETF worth $547 as of Q2 2024.
Janiczek Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #996 holding.
Janiczek Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $39.5K in Q3 2023.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.