LFPWM
XLE icon

Leicht Financial Planning & Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leicht Financial Planning & Wealth Management’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
-109,202
Closed -$4.98M – 20
2024
Q2 		$4.98M Buy
109,202
+3,898
+4% +$182K 2.65% 10
2024
Q1 		$4.97M Buy
105,304
+188
+0.2% +$8.07K 2.72% 11
2023
Q4 		$4.41M Buy
105,116
+12,978
+14% +$555K 2.53% 12
2023
Q3 		$4.16M Buy
+92,138
New +$4.03M 2.57% 11
2023
Q2 		– Sell
-118,974
Closed -$4.93M – 23
2023
Q1 		$4.93M Buy
118,974
+12,890
+12% +$551K 3.03% 12
2022
Q4 		$4.64M Sell
106,084
-11,542
-10% -$502K 3.11% 16
2022
Q3 		$4.24M Buy
117,626
+10,744
+10% +$406K 3.03% 15
2022
Q2 		$3.82M Buy
+106,882
New +$4.29M 2.59% 17
2021
Q3 		– Sell
-143,352
Closed -$3.59M – 21
2021
Q2 		$3.59M Buy
143,352
+12,730
+10% +$331K 2.18% 19
2021
Q1 		$3.2M Buy
+130,622
New +$3.01M 2.07% 20
2018
Q4 		– Sell
-10,300
Closed -$390K – 41
2018
Q3 		$390K Sell
10,300
-1,210
-11% -$45.4K 0.46% 32
2018
Q2 		$431K Sell
11,510
-1,146
-9% -$42.6K 0.37% 21
2018
Q1 		$420K Sell
12,656
-4,590
-27% -$162K 0.36% 19
2017
Q4 		$656K Sell
17,246
-13,250
-43% -$456K 0.55% 20
2017
Q3 		$1.04M Sell
30,496
-71,386
-70% -$2.32M 0.86% 17
2017
Q2 		$3.26M Buy
101,882
+20,844
+26% +$701K 2.81% 15
2017
Q1 		$2.85M Buy
81,038
+42,748
+112% +$1.55M 2.59% 16
2016
Q4 		$1.42M Buy
+38,290
New +$1.38M 1.31% 18

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

Leicht Financial Planning & Wealth Management's XLE Position: Q3 2024 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 109,202 shares — an estimated $4.98M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLE in Q4 2016 and held it in 18 quarters. The position peaked at $4.98M in Q2 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 109,202 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $4.98M.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 18 quarters.
  • Leicht Financial Planning & Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $4.98M 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 Leicht Financial Planning & Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.