Level Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-1,144	Closed	-$47.9K	–	263
2023 Q4	$47.9K	Buy	1,144 +8	+0.7%	+$342	0.02%	117
2023 Q3	$51.4K	Buy	1,136 +6	+0.5%	+$263	0.03%	107
2023 Q2	$45.9K	Buy	1,130 +764	+209%	+$31.1K	0.03%	113
2023 Q1	$15.2K	Hold	366	–	–	0.01%	153
2022 Q4	$16K	Hold	366	–	–	0.01%	141
2022 Q3	$13K	Hold	366	–	–	0.01%	162
2022 Q2	$13K	Buy	+366	New	+$14.7K	0.01%	171

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Level Financial Advisors's XLE Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 1,144 shares — an estimated $47.9K sold.

Level Financial Advisors first reported a position in XLE in Q2 2022 and held it in 7 quarters. The position peaked at $51.4K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Level Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,144 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $47.9K.
Level Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $51.4K in Q3 2023.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.