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

Sugarloaf 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
2024 Q4	$77	Hold	2	–	–	﹤0.01%	679
2024 Q3	$78	Hold	2	–	–	﹤0.01%	667
2024 Q2	$81	Sell	2 -1,576	-100%	-$73.4K	﹤0.01%	653
2024 Q1	$74.5K	Sell	1,578 -150	-9%	-$6.44K	0.02%	254
2023 Q4	$72.4K	Hold	1,728	–	–	0.02%	246
2023 Q3	$78.1K	Sell	1,728 -2	-0.1%	-$88	0.02%	235
2023 Q2	$70.2K	Sell	1,730 -270	-14%	-$11K	0.02%	245
2023 Q1	$82.9K	Buy	2,000 +2	+0.1%	+$86	0.02%	221
2022 Q4	$87.4K	Sell	1,998 -198	-9%	-$8.62K	0.02%	211
2022 Q3	$80K	Buy	2,196 +202	+10%	+$7.64K	0.02%	222
2022 Q2	$71K	Sell	1,994 -1,112	-36%	-$44.6K	0.02%	234
2022 Q1	$168K	Sell	3,106 -2,278	-42%	-$78.9K	0.04%	138
2021 Q4	$149K	Buy	5,384 +1,100	+26%	+$31.1K	0.04%	158
2021 Q3	$112K	Buy	4,284 +14	+0.3%	+$347	0.03%	179
2021 Q2	$115K	Buy	4,270 +3,182	+292%	+$82.7K	0.03%	173
2021 Q1	$95	Sell	1,088 -3,966	-78%	-$91.5K	0.03%	195
2020 Q4	$96K	Sell	5,054 -466	-8%	-$8.03K	0.03%	182
2020 Q3	$78K	Sell	5,520 -216	-4%	-$3.83K	0.03%	179
2020 Q2	$109K	Sell	5,736 -4,924	-46%	-$91.6K	0.04%	155
2020 Q1	$155K	Buy	10,660 +6,900	+184%	+$164K	0.07%	119
2019 Q4	$113K	Buy	+3,760	New	+$112K	0.05%	165

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

Sugarloaf Wealth Management's XLE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2024 at 2 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Sugarloaf Wealth Management first reported a position in XLE in Q4 2019 and has held it in 21 quarters since. The position peaked at $168K in Q1 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Sugarloaf Wealth Management held 2 shares of State Street Energy Select Sector SPDR ETF worth $77 as of Q4 2024.
Sugarloaf Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #679 holding.
Sugarloaf Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $168K in Q1 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.