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

Rezny 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
-70,416
Closed -$3.09M – 35
2024
Q3 		$3.09M Sell
70,416
-129,848
-65% -$5.8M 0.78% 14
2024
Q2 		$9.13M Buy
+200,264
New +$9.33M 2.44% 9
2024
Q1 		– Sell
-314,864
Closed -$13.5M – 6
2023
Q4 		$13.2M Sell
314,864
-46,786
-13% -$2M 4.2% 9
2023
Q3 		$16.3M Sell
361,650
-114
-0% -$4.99K 5.75% 4
2023
Q2 		$14.7M Buy
361,764
+20,890
+6% +$851K 4.95% 4
2023
Q1 		$14.1M Sell
340,874
-12,300
-3% -$526K 5.21% 4
2022
Q4 		$15.4M Buy
353,174
+384
+0.1% +$16.7K 5.93% 5
2022
Q3 		$12.7M Buy
352,790
+2,636
+0.8% +$99.7K 5.15% 7
2022
Q2 		$12.5M Sell
350,154
-41,702
-11% -$1.67M 4.82% 7
2022
Q1 		$15M Sell
391,856
-104,938
-21% -$3.63M 4.87% 5
2021
Q4 		$13.8M Buy
496,794
+12,994
+3% +$367K 4.27% 6
2021
Q3 		$12.6M Buy
483,800
+52,578
+12% +$1.3M 4.27% 7
2021
Q2 		$11.6M Buy
431,222
+25,700
+6% +$668K 4.05% 7
2021
Q1 		$9.95M Buy
+405,522
New +$9.35M 3.88% 7
2015
Q4 		– Sell
-422
Closed -$12K – 98
2015
Q3 		$12K Buy
+422
New +$14.2K 0.01% 33

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

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

Rezny Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 70,416 shares — an estimated $3.09M sold.

Rezny Wealth Management first reported a position in XLE in Q3 2015 and held it in 15 quarters. The position peaked at $16.3M in Q3 2023. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Rezny Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Rezny Wealth Management sold 70,416 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $3.09M.
  • Rezny Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and held it in 15 quarters.
  • Rezny Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $16.3M in Q3 2023.
  • 1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Rezny Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.