Spartan Planning & Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Spartan Planning & 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	$19.9K	Sell	474 -214	-31%	-$9.15K	0.02%	164
2023 Q3	$31.1K	Buy	+688	New	+$30.1K	0.04%	97

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's XLE Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q4 2023, selling an estimated $9.15K and leaving 474 shares worth $19.9K. The position accounts for 0.02% of the portfolio, ranked #164.

Spartan Planning & Wealth Management first reported a position in XLE in Q3 2023 and has held it in 2 quarters since. The position peaked at $31.1K in Q3 2023. 1,779 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Spartan Planning & Wealth Management held 474 shares of State Street Energy Select Sector SPDR ETF worth $19.9K as of Q4 2023.
Spartan Planning & Wealth Management sold 214 State Street Energy Select Sector SPDR ETF shares in Q4 2023, an estimated $9.15K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #164 holding.
Spartan Planning & Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
Spartan Planning & Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $31.1K in Q3 2023.
1,779 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.