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

Signify Wealth’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 		$3.07M Buy
+71,736
New +$3.26M 3.47% 16
2023
Q4 		– Sell
-26,282
Closed -$1.19M – 42
2023
Q3 		$1.19M Buy
+26,282
New +$1.15M 1.6% 24

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Signify Wealth's XLE Position: Q4 2024 in Review

Signify Wealth opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024: 71,736 shares worth $3.07M. The stake represents 3.47% of the portfolio and ranks #16 among its holdings. This is a return to the name: Signify Wealth previously reported a position in XLE as recently as Q3 2023.

Signify Wealth first reported a position in XLE in Q3 2023 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Signify Wealth held 71,736 shares of State Street Energy Select Sector SPDR ETF worth $3.07M as of Q4 2024.
  • State Street Energy Select Sector SPDR ETF was a new Signify Wealth position in Q4 2024.
  • State Street Energy Select Sector SPDR ETF made up 3.47% of Signify Wealth's portfolio in Q4 2024, its #16 holding.
  • Signify Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.