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

LBA 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
2017 Q1	$183K	Buy	5,244 +1,782	+51%	+$64.4K	0.1%	108
2016 Q4	$130K	Buy	3,462 +1,106	+47%	+$40K	0.07%	124
2016 Q3	$83K	Buy	2,356 +1,072	+83%	+$36.7K	0.05%	165
2016 Q2	$44K	Hold	1,284	–	–	0.02%	203
2016 Q1	$40K	Sell	1,284 -684	-35%	-$19.8K	0.02%	206
2015 Q4	$59K	Sell	1,968 -100	-5%	-$3.29K	0.03%	196
2015 Q3	$63K	Sell	2,068 -182	-8%	-$6.13K	0.04%	172
2015 Q2	$85K	Hold	2,250	–	–	0.05%	143
2015 Q1	$87K	Hold	2,250	–	–	0.05%	142
2014 Q4	$89K	Buy	2,250 +100	+5%	+$4.16K	0.06%	145
2014 Q3	$97K	Buy	2,150 +500	+30%	+$24.2K	0.07%	140
2014 Q2	$83K	Buy	1,650 +700	+74%	+$33.1K	0.07%	145
2014 Q1	$42K	Hold	950	–	–	0.03%	170
2013 Q4	$42K	Buy	+950	New	+$40.9K	0.03%	167

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

LBA Wealth Management's XLE Position: Q1 2017 in Review

LBA Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 51% in Q1 2017, buying an estimated $64.4K and bringing the position to 5,244 shares worth $183K. The position accounts for 0.1% of the portfolio, ranked #108.

LBA Wealth Management first reported a position in XLE in Q4 2013 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

LBA Wealth Management held 5,244 shares of State Street Energy Select Sector SPDR ETF worth $183K as of Q1 2017.
LBA Wealth Management bought 1,782 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $64.4K.
State Street Energy Select Sector SPDR ETF made up 0.1% of LBA Wealth Management's portfolio in Q1 2017, its #108 holding.
LBA Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.