Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-2,002
Closed -$90.4K – 523
2023
Q3 		$90.4K Buy
+2,002
New +$87.6K 0.02% 139

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 2,002 shares — an estimated $90.4K sold.

Legacy Financial Group (Iowa) first reported a position in XLE in Q3 2023 and held it in 1 quarter. The position peaked at $90.4K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,002 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $90.4K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street Energy Select Sector SPDR ETF position peaked at $90.4K in Q3 2023.
  • 1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.