Revolve Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Revolve Wealth Partners’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	–	Sell	-4,942	Closed	-$225K	–	202
2024 Q2	$225K	Sell	4,942 -282	-5%	-$13.1K	0.04%	162
2024 Q1	$247K	Buy	5,224 +166	+3%	+$7.13K	0.04%	154
2023 Q4	$212K	Buy	5,058 +4	+0.1%	+$171	0.04%	152
2023 Q3	$228K	Sell	5,054 -68	-1%	-$2.98K	0.05%	134
2023 Q2	$208K	Buy	5,122 +6	+0.1%	+$244	0.05%	139
2023 Q1	$212K	Sell	5,116 -182	-3%	-$7.78K	0.05%	135
2022 Q4	$232K	Buy	+5,298	New	+$231K	0.07%	128
2022 Q3	–	Sell	-6,028	Closed	-$216K	–	142
2022 Q2	$216K	Sell	6,028 -760	-11%	-$30.5K	0.07%	125
2022 Q1	$259K	Buy	+6,788	New	+$235K	0.07%	113

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Revolve Wealth Partners's XLE Position: Q3 2024 in Review

Revolve Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 4,942 shares — an estimated $225K sold.

Revolve Wealth Partners first reported a position in XLE in Q1 2022 and held it in 9 quarters. The position peaked at $259K in Q1 2022. 1,753 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Revolve Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Revolve Wealth Partners sold 4,942 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $225K.
Revolve Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 9 quarters.
Revolve Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $259K in Q1 2022.
1,753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Revolve Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.