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

Juncture 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	-261,860	Closed	-$11M	–	129
2023 Q4	$11M	Buy	261,860 +4,984	+2%	+$213K	4.98%	4
2023 Q3	$11.6M	Buy	+256,876	New	+$11.2M	5.68%	2
2020 Q3	–	Sell	-11,064	Closed	-$209K	–	109
2020 Q2	$209K	Buy	+11,064	New	+$206K	0.16%	97
2020 Q1	–	Sell	-7,832	Closed	-$235K	–	103
2019 Q4	$235K	Sell	7,832 -576	-7%	-$17.1K	0.18%	94
2019 Q3	$249K	Sell	8,408 -3,972	-32%	-$120K	0.22%	93
2019 Q2	$394K	Sell	12,380 -2,122	-15%	-$67.9K	0.32%	83
2019 Q1	$479K	Sell	14,502 -9,052	-38%	-$291K	0.37%	76
2018 Q4	$675K	Sell	23,554 -4,438	-16%	-$148K	0.46%	49
2018 Q3	$1.06M	Buy	27,992 +2,884	+11%	+$108K	0.55%	45
2018 Q2	$953K	Sell	25,108 -674	-3%	-$25K	0.51%	47
2018 Q1	$869K	Sell	25,782 -830	-3%	-$29.4K	0.48%	49
2017 Q4	$961K	Sell	26,612 -4,780	-15%	-$165K	0.54%	47
2017 Q3	$1.07M	Sell	31,392 -2,508	-7%	-$81.6K	0.6%	43
2017 Q2	$1.1M	Buy	33,900 +2,000	+6%	+$67.2K	0.63%	41
2017 Q1	$1.11M	Sell	31,900 -502	-2%	-$18.1K	0.69%	41
2016 Q4	$1.22M	Buy	+32,402	New	+$1.17M	0.84%	32

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

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

Juncture Wealth Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 261,860 shares — an estimated $11M sold.

Juncture Wealth Strategies first reported a position in XLE in Q4 2016 and held it in 16 quarters. The position peaked at $11.6M in Q3 2023. 1,816 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Juncture Wealth Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Juncture Wealth Strategies sold 261,860 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $11M.
Juncture Wealth Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 16 quarters.
Juncture Wealth Strategies's State Street Energy Select Sector SPDR ETF position peaked at $11.6M in Q3 2023.
1,816 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

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