Legacy Bridge’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Bridge’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 Q2	–	Sell	-400	Closed	-$18.9K	–	323
2024 Q1	$18.9K	Hold	400	–	–	0.01%	240
2023 Q4	$16.8K	Hold	400	–	–	0.01%	243
2023 Q3	$18.1K	Hold	400	–	–	0.01%	230
2023 Q2	$16.2K	Hold	400	–	–	0.01%	236
2023 Q1	$16.6K	Hold	400	–	–	0.01%	236
2022 Q4	$17.5K	Hold	400	–	–	0.01%	233
2022 Q3	$14K	Hold	400	–	–	0.01%	230
2022 Q2	$14K	Hold	400	–	–	0.01%	236
2022 Q1	$15K	Hold	400	–	–	0.01%	250
2021 Q4	$11K	Hold	400	–	–	0.01%	272
2021 Q3	$10K	Buy	+400	New	+$9.91K	0.01%	265

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Hamilton Capital Columbus, Ohio $1.93B AUM

Legacy Bridge's XLE Position: Q2 2024 in Review

Legacy Bridge sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 400 shares — an estimated $18.9K sold.

Legacy Bridge first reported a position in XLE in Q3 2021 and held it in 11 quarters. The position peaked at $18.9K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Legacy Bridge reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Legacy Bridge sold 400 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $18.9K.
Legacy Bridge first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 11 quarters.
Legacy Bridge's State Street Energy Select Sector SPDR ETF position peaked at $18.9K in Q1 2024.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.