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Kiely Wealth Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$25.2K Hold
556
– – 0.02% 150
2024
Q3 		$26.1K Hold
556
– – 0.02% 151
2024
Q2 		$24.8K Hold
556
– – 0.01% 141
2024
Q1 		$26.8K Hold
556
– – 0.02% 127
2023
Q4 		$23.3K Buy
+556
New +$23.8K 0.01% 129

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's XLE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2024 at 556 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #150.

Kiely Wealth Advisory Group first reported a position in XLE in Q4 2023 and has held it in 5 quarters since. The position peaked at $26.8K in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Kiely Wealth Advisory Group held 556 shares of State Street Energy Select Sector SPDR ETF worth $25.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #150 holding.
  • Kiely Wealth Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $26.8K in Q1 2024.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.