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Kelly Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-388
Closed -$17.7K – 768
2024
Q2 		$17.7K Buy
388
+2
+0.5% +$93 0.01% 346
2024
Q1 		$18.2K Buy
386
+4
+1% +$172 0.01% 341
2023
Q4 		$16K Sell
382
-56
-13% -$2.39K 0.01% 339
2023
Q3 		$19.8K Buy
438
+4
+0.9% +$175 0.01% 283
2023
Q2 		$17.6K Sell
434
-242
-36% -$9.86K 0.01% 296
2023
Q1 		$28K Buy
676
+306
+83% +$13.1K 0.01% 247
2022
Q4 		$16.2K Buy
370
+4
+1% +$174 0.01% 284
2022
Q3 		$13.2K Sell
366
-2
-0.5% -$76 0.01% 296
2022
Q2 		$13.2K Buy
368
+10
+3% +$401 0.01% 293
2022
Q1 		$13.7K Buy
358
+4
+1% +$139 0.01% 307
2021
Q4 		$9.84K Buy
+354
New +$10K ﹤0.01% 346
2021
Q3 		– Sell
-7,822
Closed -$73K – 667
2021
Q2 		$73K Buy
+7,822
New +$203K ﹤0.01% 416

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelly Financial Services's XLE Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 388 shares — an estimated $17.7K sold.

Kelly Financial Services first reported a position in XLE in Q2 2021 and held it in 12 quarters. The position peaked at $73K in Q2 2021. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Kelly Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 388 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $17.7K.
  • Kelly Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 12 quarters.
  • Kelly Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $73K in Q2 2021.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.