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Mogy Joel R Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mogy Joel R Investment Counsel’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
Q4 		– Sell
-1,928
Closed -$84.6K – 114
2024
Q3 		$84.6K Buy
+1,928
New +$86.2K 0.01% 105

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mogy Joel R Investment Counsel's XLE Position: Q4 2024 in Review

Mogy Joel R Investment Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 1,928 shares — an estimated $84.6K sold.

Mogy Joel R Investment Counsel first reported a position in XLE in Q3 2024 and held it in 1 quarter. The position peaked at $84.6K in Q3 2024. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Mogy Joel R Investment Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 1,928 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $84.6K.
  • Mogy Joel R Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $84.6K in Q3 2024.
  • 1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2024, filed 17 Jan 2025.