Kowal Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kowal Investment 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 Q3	$385K	Sell	8,782 -244	-3%	-$10.9K	0.07%	137
2024 Q2	$411K	Buy	9,026 +222	+3%	+$10.3K	0.08%	115
2024 Q1	$416K	Buy	8,804 +272	+3%	+$11.7K	0.09%	111
2023 Q4	$358K	Sell	8,532 -384	-4%	-$16.4K	0.08%	111
2023 Q3	$403K	Sell	8,916 -48	-0.5%	-$2.1K	0.11%	91
2023 Q2	$364K	Buy	8,964 +514	+6%	+$20.9K	0.1%	103
2023 Q1	$350K	Buy	8,450 +686	+9%	+$29.3K	0.1%	101
2022 Q4	$340K	Sell	7,764 -132	-2%	-$5.75K	0.1%	108
2022 Q3	$284K	Sell	7,896 -10	-0.1%	-$378	0.1%	108
2022 Q2	$283K	Sell	7,906 -176	-2%	-$7.06K	0.09%	110
2022 Q1	$309K	Buy	+8,082	New	+$280K	0.09%	90
2021 Q4	–	Sell	-1,892	Closed	-$49K	–	962
2021 Q3	$49K	Buy	+1,892	New	+$46.9K	0.02%	248

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

Kowal Investment Group's XLE Position: Q3 2024 in Review

Kowal Investment Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q3 2024, selling an estimated $10.9K and leaving 8,782 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #137.

Kowal Investment Group first reported a position in XLE in Q3 2021 and has held it in 12 quarters since. The position peaked at $416K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Kowal Investment Group held 8,782 shares of State Street Energy Select Sector SPDR ETF worth $385K as of Q3 2024.
Kowal Investment Group sold 244 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $10.9K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #137 holding.
Kowal Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 12 quarters since.
Kowal Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $416K in Q1 2024.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.