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

Lantern 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	$390K	Sell	9,110 -422	-4%	-$19.2K	0.25%	84
2024 Q3	$419K	Sell	9,532 -266	-3%	-$11.9K	0.29%	80
2024 Q2	$447K	Sell	9,798 -328	-3%	-$15.3K	0.32%	73
2024 Q1	$478K	Sell	10,126 -612	-6%	-$26.3K	0.34%	76
2023 Q4	$450K	Buy	+10,738	New	+$459K	0.35%	71

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

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

Lantern Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.4% in Q4 2024, selling an estimated $19.2K and leaving 9,110 shares worth $390K. The position accounts for 0.25% of the portfolio, ranked #84.

Lantern Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 5 quarters since. The position peaked at $478K in Q1 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Lantern Wealth Advisors held 9,110 shares of State Street Energy Select Sector SPDR ETF worth $390K as of Q4 2024.
Lantern Wealth Advisors sold 422 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $19.2K.
State Street Energy Select Sector SPDR ETF made up 0.25% of Lantern Wealth Advisors's portfolio in Q4 2024, its #84 holding.
Lantern Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
Lantern Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $478K in Q1 2024.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

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