LifePro Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LifePro Asset 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	$872K	Sell	19,874 -2,646	-12%	-$118K	0.53%	54
2024 Q2	$1.03M	Sell	22,520 -1,146	-5%	-$53.4K	0.74%	41
2024 Q1	$1.12M	Buy	23,666 +748	+3%	+$32.1K	0.74%	43
2023 Q4	$961K	Sell	22,918 -426	-2%	-$18.2K	0.74%	42
2023 Q3	$1.06M	Buy	23,344 +5,958	+34%	+$261K	0.87%	32
2023 Q2	$706K	Sell	17,386 -2,042	-11%	-$83.2K	0.54%	45
2023 Q1	$850K	Hold	19,428	–	–	0.62%	36
2022 Q4	$850K	Sell	19,428 -182,908	-90%	-$7.96M	0.62%	35
2022 Q3	$7.29M	Buy	202,336 +185,344	+1,091%	+$7.01M	4.19%	4
2022 Q2	$608K	Sell	16,992 -584	-3%	-$23.4K	0.31%	56
2022 Q1	$672K	Buy	17,576 +4,784	+37%	+$166K	0.24%	57
2021 Q4	$355K	Sell	12,792 -23,516	-65%	-$664K	0.11%	89
2021 Q3	$946K	Buy	36,308 +1,108	+3%	+$27.4K	0.29%	35
2021 Q2	$948K	Buy	+35,200	New	+$915K	0.28%	33

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

LifePro Asset Management's XLE Position: Q3 2024 in Review

LifePro Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2024, selling an estimated $118K and leaving 19,874 shares worth $872K. The position accounts for 0.53% of the portfolio, ranked #54.

LifePro Asset Management first reported a position in XLE in Q2 2021 and has held it in 14 quarters since. The position peaked at $7.29M in Q3 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

LifePro Asset Management held 19,874 shares of State Street Energy Select Sector SPDR ETF worth $872K as of Q3 2024.
LifePro Asset Management sold 2,646 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $118K.
State Street Energy Select Sector SPDR ETF made up 0.53% of LifePro Asset Management's portfolio in Q3 2024, its #54 holding.
LifePro Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
LifePro Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $7.29M in Q3 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.