Laurel Wealth Advisors (California)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$7.03M	Sell	160,634 -6,244	-4%	-$272K	0.69%	32
2022 Q3	$6.01M	Sell	166,878 -16,560	-9%	-$626K	0.64%	32
2022 Q2	$6.56M	Buy	183,438 +20,824	+13%	+$835K	0.67%	28
2022 Q1	$6.21M	Buy	162,614 +114,028	+235%	+$3.95M	0.51%	42
2021 Q4	$1.35M	Buy	48,586 +16,248	+50%	+$459K	0.1%	200
2021 Q3	$842K	Sell	32,338 -79,674	-71%	-$1.97M	0.15%	161
2021 Q2	$3.02M	Buy	112,012 +12,292	+12%	+$320K	0.39%	57
2021 Q1	$2.45M	Buy	99,720 +70,560	+242%	+$1.63M	0.37%	61
2020 Q4	$553K	Sell	29,160 -16,422	-36%	-$283K	0.08%	229
2020 Q3	$683K	Buy	45,582 +9,542	+26%	+$169K	0.11%	192
2020 Q2	$682K	Buy	36,040 +11,988	+50%	+$223K	0.12%	176
2020 Q1	$350K	Buy	24,052 +8,842	+58%	+$210K	0.08%	251
2019 Q4	$457K	Sell	15,210 -4,386	-22%	-$130K	0.08%	271
2019 Q3	$580K	Buy	19,596 +1,274	+7%	+$38.5K	0.1%	224
2019 Q2	$584K	Buy	18,322 +1,258	+7%	+$40.3K	0.13%	178
2019 Q1	$564K	Buy	+17,064	New	+$548K	0.14%	170
2018 Q4	–	Sell	-8,972	Closed	-$339K	–	435
2018 Q3	$339K	Buy	+8,972	New	+$336K	0.08%	253

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s XLE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q4 2022, selling an estimated $272K and leaving 160,634 shares worth $7.03M. The position accounts for 0.69% of the portfolio, ranked #32.

Laurel Wealth Advisors (California) first reported a position in XLE in Q3 2018 and has held it in 17 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Laurel Wealth Advisors (California) held 160,634 shares of State Street Energy Select Sector SPDR ETF worth $7.03M as of Q4 2022.
Laurel Wealth Advisors (California) sold 6,244 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $272K.
State Street Energy Select Sector SPDR ETF made up 0.69% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #32 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and has held it in 17 quarters since.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.