WR Wealth Planners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WR Wealth Planners’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	$30.1K	Sell	702 -194	-22%	-$8.82K	0.01%	389
2024 Q3	$39.4K	Buy	896 +6	+0.7%	+$268	0.01%	371
2024 Q2	$40.6K	Sell	890 -60	-6%	-$2.79K	0.01%	350
2024 Q1	$44.8K	Buy	+950	New	+$40.8K	0.01%	351
2023 Q4	–	Sell	-2,934	Closed	-$133K	–	872
2023 Q3	$133K	Sell	2,934 -66	-2%	-$2.89K	0.05%	208
2023 Q2	$122K	Buy	3,000 +380	+15%	+$15.5K	0.05%	220
2023 Q1	$108K	Sell	2,620 -2,472	-49%	-$106K	0.05%	228
2022 Q4	$223K	Sell	5,092 -12,338	-71%	-$537K	0.14%	107
2022 Q3	$628K	Sell	17,430 -2,176	-11%	-$82.3K	0.44%	39
2022 Q2	$701K	Sell	19,606 -728	-4%	-$29.2K	0.46%	40
2022 Q1	$777K	Buy	+20,334	New	+$704K	0.46%	39

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's XLE Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q4 2024, selling an estimated $8.82K and leaving 702 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #389.

WR Wealth Planners first reported a position in XLE in Q1 2022 and has held it in 11 quarters since. The position peaked at $777K in Q1 2022. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

WR Wealth Planners held 702 shares of State Street Energy Select Sector SPDR ETF worth $30.1K as of Q4 2024.
WR Wealth Planners sold 194 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $8.82K.
State Street Energy Select Sector SPDR ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #389 holding.
WR Wealth Planners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Energy Select Sector SPDR ETF position peaked at $777K in Q1 2022.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.