Tranquilli Financial Advisor’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tranquilli Financial Advisor’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	-20,158	Closed	-$885K	–	121
2024 Q3	$885K	Buy	20,158 +13,760	+215%	+$615K	0.55%	47
2024 Q2	$292K	Sell	6,398 -150	-2%	-$6.99K	0.2%	85
2024 Q1	$309K	Buy	+6,548	New	+$281K	0.21%	85
2023 Q4	–	Sell	-5,262	Closed	-$238K	–	111
2023 Q3	$238K	Buy	+5,262	New	+$230K	0.17%	83
2023 Q1	–	Sell	-6,474	Closed	-$283K	–	95
2022 Q4	$283K	Sell	6,474 -932	-13%	-$40.6K	0.21%	72
2022 Q3	$267K	Sell	7,406 -354	-5%	-$13.4K	0.21%	59
2022 Q2	$277K	Sell	7,760 -458	-6%	-$18.4K	0.21%	53
2022 Q1	$314K	Buy	+8,218	New	+$285K	0.22%	65

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

Tranquilli Financial Advisor's XLE Position: Q4 2024 in Review

Tranquilli Financial Advisor sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 20,158 shares — an estimated $885K sold.

Tranquilli Financial Advisor first reported a position in XLE in Q1 2022 and held it in 8 quarters. The position peaked at $885K in Q3 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Tranquilli Financial Advisor reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Tranquilli Financial Advisor sold 20,158 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $885K.
Tranquilli Financial Advisor first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Tranquilli Financial Advisor's State Street Energy Select Sector SPDR ETF position peaked at $885K in Q3 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2024, filed 27 Jan 2025.