Talisman Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Talisman Wealth Advisors’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	-5,914	Closed	-$258K	–	115
2024 Q3	$258K	Buy	5,914 +316	+6%	+$14.1K	0.27%	86
2024 Q2	$255K	Sell	5,598 -44	-0.8%	-$2.05K	0.29%	81
2024 Q1	$266K	Sell	5,642 -142	-2%	-$6.1K	0.33%	76
2023 Q4	$242K	Sell	5,784 -190	-3%	-$8.12K	0.36%	77
2023 Q3	$270K	Buy	5,974 +4	+0.1%	+$175	0.47%	68
2023 Q2	$242K	Sell	5,970 -294	-5%	-$12K	0.41%	73
2023 Q1	$259K	Buy	6,264 +6	+0.1%	+$257	0.47%	72
2022 Q4	$274K	Buy	+6,258	New	+$272K	0.58%	56

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

Talisman Wealth Advisors's XLE Position: Q4 2024 in Review

Talisman Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,914 shares — an estimated $258K sold.

Talisman Wealth Advisors first reported a position in XLE in Q4 2022 and held it in 8 quarters. The position peaked at $274K in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Talisman Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Talisman Wealth Advisors sold 5,914 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $258K.
Talisman Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Talisman Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $274K in Q4 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Talisman Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.