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Koss-Olinger Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Koss-Olinger Consulting’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
-4,566
Closed -$208K – 282
2024
Q2 		$208K Buy
+4,566
New +$213K 0.02% 242

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

Koss-Olinger Consulting's XLE Position: Q3 2024 in Review

Koss-Olinger Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 4,566 shares — an estimated $208K sold.

Koss-Olinger Consulting first reported a position in XLE in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Koss-Olinger Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,566 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $208K.
  • Koss-Olinger Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Koss-Olinger Consulting's State Street Energy Select Sector SPDR ETF position peaked at $208K in Q2 2024.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Koss-Olinger Consulting's 13F filing for Q3 2024, filed 21 Oct 2024.