Reston Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Reston 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 Q4	–	Sell	-3,560	Closed	-$156K	–	439
2024 Q3	$156K	Buy	+3,560	New	+$159K	0.06%	59
2019 Q3	–	Sell	-17,234	Closed	-$549K	–	51
2019 Q2	$549K	Sell	17,234 -14,730	-46%	-$472K	0.43%	26
2019 Q1	$1.03M	Sell	31,964 -70,500	-69%	-$2.26M	0.83%	19
2018 Q4	$2.94M	Buy	+102,464	New	+$3.43M	2.8%	9

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reston Wealth Management's XLE Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 3,560 shares — an estimated $156K sold.

Reston Wealth Management first reported a position in XLE in Q4 2018 and held it in 4 quarters. The position peaked at $2.94M in Q4 2018. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Reston Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 3,560 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $156K.
Reston Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Reston Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.94M in Q4 2018.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.