Source Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Source Financial 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	$1.63M	Sell	37,172 -350	-0.9%	-$15.6K	0.48%	28
2024 Q2	$1.71M	Sell	37,522 -30,306	-45%	-$1.41M	0.53%	28
2024 Q1	$3.2M	Sell	67,828 -810	-1%	-$34.8K	0.97%	23
2023 Q4	$2.88M	Buy	68,638 +1,354	+2%	+$57.9K	0.89%	25
2023 Q3	$3.04M	Buy	67,284 +17,878	+36%	+$782K	1.03%	22
2023 Q2	$2.01M	Sell	49,406 -2,220	-4%	-$90.4K	0.66%	31
2023 Q1	$2.14M	Sell	51,626 -26,020	-34%	-$1.11M	0.72%	26
2022 Q4	$3.4M	Buy	77,646 +1,450	+2%	+$63.1K	1.28%	17
2022 Q3	$2.74M	Buy	76,196 +48,672	+177%	+$1.84M	1.09%	23
2022 Q2	$984K	Sell	27,524 -572	-2%	-$22.9K	0.39%	52
2022 Q1	$1.07M	Buy	28,096 +15,242	+119%	+$528K	0.32%	51
2021 Q4	$357K	Sell	12,854 -428	-3%	-$12.1K	0.1%	91
2021 Q3	$346K	Sell	13,282 -680	-5%	-$16.8K	0.09%	85
2021 Q2	$376K	Buy	13,962 +300	+2%	+$7.8K	0.1%	81
2021 Q1	$335K	Buy	+13,662	New	+$315K	0.09%	87

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

Source Financial Advisors's XLE Position: Q3 2024 in Review

Source Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.93% in Q3 2024, selling an estimated $15.6K and leaving 37,172 shares worth $1.63M. The position accounts for 0.48% of the portfolio, ranked #28.

Source Financial Advisors first reported a position in XLE in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.4M in Q4 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

Source Financial Advisors held 37,172 shares of State Street Energy Select Sector SPDR ETF worth $1.63M as of Q3 2024.
Source Financial Advisors sold 350 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $15.6K.
State Street Energy Select Sector SPDR ETF made up 0.48% of Source Financial Advisors's portfolio in Q3 2024, its #28 holding.
Source Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
Source Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.4M in Q4 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.