Planning Capital Management Corporation’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Planning Capital Management Corporation’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	$129K	Buy	2,932 +1,228	+72%	+$54.9K	0.09%	115
2024 Q2	$77.7K	Sell	1,704 -156	-8%	-$7.27K	0.05%	158
2024 Q1	$87.8K	Sell	1,860 -1,120	-38%	-$48.1K	0.06%	139
2023 Q4	$125K	Buy	+2,980	New	+$127K	0.1%	113

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

Planning Capital Management Corporation's XLE Position: Q3 2024 in Review

Planning Capital Management Corporation increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 72% in Q3 2024, buying an estimated $54.9K and bringing the position to 2,932 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #115.

Planning Capital Management Corporation first reported a position in XLE in Q4 2023 and has held it in 4 quarters since. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Planning Capital Management Corporation held 2,932 shares of State Street Energy Select Sector SPDR ETF worth $129K as of Q3 2024.
Planning Capital Management Corporation bought 1,228 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $54.9K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #115 holding.
Planning Capital Management Corporation first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.