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

Sheets Smith 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
2023 Q4	–	Sell	-1,146	Closed	-$51.8K	–	509
2023 Q3	$51.8K	Buy	+1,146	New	+$50.1K	0.01%	384
2020 Q1	–	Sell	-11,250	Closed	-$338K	–	335
2019 Q4	$338K	Sell	11,250 -2,738	-20%	-$81.2K	0.06%	253
2019 Q3	$414K	Sell	13,988 -62,000	-82%	-$1.88M	0.09%	218
2019 Q2	$2.42M	Buy	75,988 +2	+0%	+$64	0.5%	57
2019 Q1	$2.51M	Buy	75,986 +2	+0%	+$64	0.54%	51
2018 Q4	$2.18M	Sell	75,984 -1,450	-2%	-$48.5K	0.59%	50
2018 Q3	$2.93M	Hold	77,434	–	–	0.61%	41
2018 Q2	$2.94M	Buy	77,434 +2	+0%	+$74	0.69%	38
2018 Q1	$2.61M	Sell	77,432 -326	-0.4%	-$11.5K	0.63%	41
2017 Q4	$2.81M	Sell	77,758 -3,472	-4%	-$120K	0.66%	40
2017 Q3	$2.78M	Sell	81,230 -2,198	-3%	-$71.5K	0.7%	38
2017 Q2	$2.71M	Buy	83,428 +2	+0%	+$67	0.72%	37
2017 Q1	$2.92M	Sell	83,426 -11,850	-12%	-$428K	0.77%	33
2016 Q4	$3.59M	Sell	95,276 -42	-0%	-$1.52K	1.01%	21
2016 Q3	$3.37M	Sell	95,318 -1,618	-2%	-$55.4K	0.95%	21
2016 Q2	$3.31M	Buy	96,936 +69,986	+260%	+$2.31M	0.96%	20
2016 Q1	$834K	Buy	+26,950	New	+$782K	0.26%	125
2014 Q1	–	Sell	-18,238	Closed	-$807K	–	281
2013 Q4	$807K	Sell	18,238 -916	-5%	-$39.4K	0.22%	122
2013 Q3	$794K	Sell	19,154 -400	-2%	-$16.5K	0.26%	104
2013 Q2	$766K	Buy	+19,554	New	+$775K	0.26%	106

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's XLE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2023, closing a stake of 1,146 shares — an estimated $51.8K sold.

Sheets Smith Wealth Management first reported a position in XLE in Q2 2013 and held it in 20 quarters. The position peaked at $3.59M in Q4 2016. 1,782 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,146 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $51.8K.
Sheets Smith Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 20 quarters.
Sheets Smith Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.59M in Q4 2016.
1,782 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.