Lake Point Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lake Point 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
2022 Q2	$69K	Buy	1,928 +26	+1%	+$1.04K	0.04%	54
2022 Q1	$73K	Hold	1,902	–	–	0.03%	50
2021 Q4	$53K	Hold	1,902	–	–	0.02%	70
2021 Q3	$50K	Hold	1,902	–	–	0.02%	65
2021 Q2	$51K	Buy	+1,902	New	+$49.5K	0.02%	64
2020 Q1	$1K	Hold	68	–	–	﹤0.01%	366
2019 Q4	$2K	Buy	+68	New	+$2.02K	﹤0.01%	524
2019 Q2	$2K	Hold	68	–	–	﹤0.01%	562
2019 Q1	$2K	Sell	68 -16,142	-100%	-$519K	﹤0.01%	560
2018 Q4	$465K	Buy	+16,210	New	+$542K	0.17%	88

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Point Wealth Management's XLE Position: Q2 2022 in Review

Lake Point Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2022, buying an estimated $1.04K and bringing the position to 1,928 shares worth $69K. The position accounts for 0.04% of the portfolio, ranked #54.

Lake Point Wealth Management first reported a position in XLE in Q4 2018 and has held it in 10 quarters since. The position peaked at $465K in Q4 2018. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Lake Point Wealth Management held 1,928 shares of State Street Energy Select Sector SPDR ETF worth $69K as of Q2 2022.
Lake Point Wealth Management bought 26 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $1.04K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #54 holding.
Lake Point Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $465K in Q4 2018.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.