SFMG Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SFMG Wealth Advisors’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	-9,202	Closed	-$419K	–	284
2024 Q2	$419K	Buy	9,202 +12	+0.1%	+$559	0.04%	159
2024 Q1	$434K	Sell	9,190 -162	-2%	-$6.96K	0.04%	161
2023 Q4	$392K	Buy	9,352 +16	+0.2%	+$684	0.04%	164
2023 Q3	$422K	Sell	9,336 -636	-6%	-$27.8K	0.04%	146
2023 Q2	$405K	Buy	9,972 +166	+2%	+$6.76K	0.04%	145
2023 Q1	$406K	Sell	9,806 -100	-1%	-$4.28K	0.04%	152
2022 Q4	$433K	Buy	9,906 +302	+3%	+$13.1K	0.05%	147
2022 Q3	$385K	Sell	9,604 -1,278	-12%	-$48.3K	0.04%	144
2022 Q2	$389K	Hold	10,882	–	–	0.05%	151
2022 Q1	$416K	Buy	+10,882	New	+$377K	0.04%	160
2014 Q3	–	Sell	-265,568	Closed	-$13.3M	–	97
2014 Q2	$13.3M	Buy	+265,568	New	+$12.6M	4.57%	8

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

SFMG Wealth Advisors's XLE Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 9,202 shares — an estimated $419K sold.

SFMG Wealth Advisors first reported a position in XLE in Q2 2014 and held it in 11 quarters. The position peaked at $13.3M in Q2 2014. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

SFMG Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 9,202 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $419K.
SFMG Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 11 quarters.
SFMG Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $13.3M in Q2 2014.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.