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

Total Clarity 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
2025 Q1	–	Sell	-4,810	Closed	-$206K	–	280
2024 Q4	$206K	Buy	+4,810	New	+$219K	0.07%	249
2024 Q1	–	Sell	-8,738	Closed	-$366K	–	294
2023 Q4	$366K	Sell	8,738 -1,488	-15%	-$63.6K	0.15%	155
2023 Q3	$462K	Sell	10,226 -4,448	-30%	-$195K	0.22%	118
2023 Q2	$596K	Buy	14,674 +22	+0.2%	+$896	0.3%	88
2023 Q1	$607K	Buy	14,652 +3,358	+30%	+$144K	0.33%	75
2022 Q4	$494K	Buy	11,294 +5,146	+84%	+$224K	0.25%	102
2022 Q3	$221K	Buy	6,148 +1,196	+24%	+$45.2K	0.14%	194
2022 Q2	$177K	Sell	4,952 -7,880	-61%	-$316K	0.09%	223
2022 Q1	$490K	Buy	12,832 +12,644	+6,726%	+$438K	0.27%	102
2021 Q4	$5K	Buy	188 +36	+24%	+$1.02K	﹤0.01%	820
2021 Q3	$4K	Buy	+152	New	+$3.77K	﹤0.01%	873

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Total Clarity Wealth Management's XLE Position: Q1 2025 in Review

Total Clarity Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 4,810 shares — an estimated $206K sold.

Total Clarity Wealth Management first reported a position in XLE in Q3 2021 and held it in 11 quarters. The position peaked at $607K in Q1 2023. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Total Clarity Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 4,810 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $206K.
Total Clarity Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 11 quarters.
Total Clarity Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $607K in Q1 2023.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Total Clarity Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.