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SYSTM Wealth Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SYSTM Wealth Solutions’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 		$1.82K Sell
42
-8
-16% -$358 0.06% 62
2024
Q2 		$2.24K Buy
50
+2
+4% +$93 ﹤0.01% 611
2024
Q1 		$2.31K Sell
48
-584
-92% -$25.1K ﹤0.01% 893
2023
Q4 		$26.5K Buy
+632
New +$27K ﹤0.01% 679

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYSTM Wealth Solutions's XLE Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q3 2024, selling an estimated $358 and leaving 42 shares worth $1.82K. The position accounts for 0.06% of the portfolio, ranked #62.

SYSTM Wealth Solutions first reported a position in XLE in Q4 2023 and has held it in 4 quarters since. The position peaked at $26.5K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • SYSTM Wealth Solutions held 42 shares of State Street Energy Select Sector SPDR ETF worth $1.82K as of Q3 2024.
  • SYSTM Wealth Solutions sold 8 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $358.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #62 holding.
  • SYSTM Wealth Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's State Street Energy Select Sector SPDR ETF position peaked at $26.5K in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.