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

Spectrum Wealth Counsel’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	–	Sell	-206	Closed	-$9.04K	–	407
2024 Q3	$9.04K	Hold	206	–	–	﹤0.01%	247
2024 Q2	$9.39K	Sell	206 -71,846	-100%	-$3.35M	﹤0.01%	294
2024 Q1	$3.4M	Sell	72,052 -42,690	-37%	-$1.83M	0.42%	58
2023 Q4	$4.81M	Buy	+114,742	New	+$4.91M	0.67%	49

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Wealth Counsel's XLE Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 206 shares — an estimated $9.04K sold.

Spectrum Wealth Counsel first reported a position in XLE in Q4 2023 and held it in 4 quarters. The position peaked at $4.81M in Q4 2023. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Spectrum Wealth Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 206 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $9.04K.
Spectrum Wealth Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Spectrum Wealth Counsel's State Street Energy Select Sector SPDR ETF position peaked at $4.81M in Q4 2023.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.