St. Louis Financial Planners Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

St. Louis Financial Planners 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 Q3	–	Sell	-21,904	Closed	-$999K	–	40
2024 Q2	$999K	Sell	21,904 -6,916	-24%	-$322K	0.86%	33
2024 Q1	$1.4M	Sell	28,820 -5,288	-16%	-$227K	1.26%	31
2023 Q4	$1.43M	Buy	34,108 +632	+2%	+$27K	1.33%	32
2023 Q3	$1.44M	Sell	33,476 -15,220	-31%	-$666K	1.15%	15
2023 Q2	$1.98M	Buy	48,696 +30	+0.1%	+$1.22K	1.98%	12
2023 Q1	$2.02M	Buy	48,666 +11,314	+30%	+$484K	2.29%	9
2022 Q4	$1.63M	Buy	+37,352	New	+$1.63M	1.6%	11

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

St. Louis Financial Planners Asset Management's XLE Position: Q3 2024 in Review

St. Louis Financial Planners Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 21,904 shares — an estimated $999K sold.

St. Louis Financial Planners Asset Management first reported a position in XLE in Q4 2022 and held it in 7 quarters. The position peaked at $2.02M in Q1 2023. 1,752 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

St. Louis Financial Planners Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 21,904 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $999K.
St. Louis Financial Planners Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
St. Louis Financial Planners Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $2.02M in Q1 2023.
1,752 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2024, filed 8 Oct 2024.