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

Lauer Wealth’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
2023 Q2	–	Sell	-58,298	Closed	-$2.48M	–	53
2023 Q1	$2.48M	Buy	+58,298	New	+$2.49M	3.1%	11

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Lauer Wealth's XLE Position: Q2 2023 in Review

Lauer Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 58,298 shares — an estimated $2.48M sold.

Lauer Wealth first reported a position in XLE in Q1 2023 and held it in 1 quarter. The position peaked at $2.48M in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Lauer Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Lauer Wealth sold 58,298 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $2.48M.
Lauer Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Lauer Wealth's State Street Energy Select Sector SPDR ETF position peaked at $2.48M in Q1 2023.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Lauer Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.