SignalPoint Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SignalPoint Asset 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	$558K	Sell	13,024 -476	-4%	-$21.6K	0.14%	127
2024 Q3	$589K	Buy	13,500 +98	+0.7%	+$4.38K	0.14%	139
2024 Q2	$611K	Sell	13,402 -660	-5%	-$30.7K	0.16%	133
2024 Q1	$657K	Buy	14,062 +352	+3%	+$15.1K	0.18%	118
2023 Q4	$574K	Buy	13,710 +280	+2%	+$12K	0.17%	123
2023 Q3	$607K	Buy	13,430 +2,190	+19%	+$95.8K	0.19%	104
2023 Q2	$456K	Buy	11,240 +150	+1%	+$6.11K	0.14%	136
2023 Q1	$459K	Buy	11,090 +584	+6%	+$25K	0.15%	136
2022 Q4	$460K	Buy	10,506 +726	+7%	+$31.6K	0.16%	130
2022 Q3	$352K	Buy	9,780 +98	+1%	+$3.71K	0.13%	145
2022 Q2	$346K	Sell	9,682 -290	-3%	-$11.6K	0.13%	152
2022 Q1	$381K	Sell	9,972 -4	-0%	-$139	0.12%	150
2021 Q4	$276K	Buy	9,976 +942	+10%	+$26.6K	0.08%	188
2021 Q3	$235K	Buy	9,034 +1,428	+19%	+$35.4K	0.08%	202
2021 Q2	$205K	Buy	+7,606	New	+$198K	0.07%	215
2019 Q3	–	Sell	-6,292	Closed	-$200K	–	229
2019 Q2	$200K	Buy	+6,292	New	+$201K	0.1%	205
2018 Q4	–	Sell	-5,588	Closed	-$212K	–	221
2018 Q3	$212K	Buy	5,588 +10	+0.2%	+$375	0.09%	202
2018 Q2	$212K	Buy	+5,578	New	+$207K	0.1%	193
2018 Q1	–	Sell	-6,792	Closed	-$245K	–	214
2017 Q4	$245K	Sell	6,792 -1,036	-13%	-$35.7K	0.12%	179
2017 Q3	$268K	Buy	+7,828	New	+$255K	0.14%	165
2017 Q1	–	Sell	-9,160	Closed	-$345K	–	211
2016 Q4	$345K	Sell	9,160 -418	-4%	-$15.1K	0.09%	188
2016 Q3	$338K	Buy	9,578 +1,200	+14%	+$41.1K	0.09%	171
2016 Q2	$286K	Buy	8,378 +18	+0.2%	+$594	0.12%	183
2016 Q1	$259K	Buy	8,360 +22	+0.3%	+$638	0.11%	177
2015 Q4	$252K	Buy	8,338 +124	+2%	+$4.08K	0.11%	157
2015 Q3	$251K	Buy	8,214 +2,314	+39%	+$78K	0.11%	146
2015 Q2	$229K	Hold	5,900	–	–	0.09%	173
2015 Q1	$229K	Buy	+5,900	New	+$229K	0.09%	173

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

SignalPoint Asset Management's XLE Position: Q4 2024 in Review

SignalPoint Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.5% in Q4 2024, selling an estimated $21.6K and leaving 13,024 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #127.

SignalPoint Asset Management first reported a position in XLE in Q1 2015 and has held it in 28 quarters since. The position peaked at $657K in Q1 2024. 1,889 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

SignalPoint Asset Management held 13,024 shares of State Street Energy Select Sector SPDR ETF worth $558K as of Q4 2024.
SignalPoint Asset Management sold 476 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $21.6K.
State Street Energy Select Sector SPDR ETF made up 0.14% of SignalPoint Asset Management's portfolio in Q4 2024, its #127 holding.
SignalPoint Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 28 quarters since.
SignalPoint Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $657K in Q1 2024.
1,889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.