Lincoln National Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lincoln National Corp’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	-118,980	Closed	-$5.62M	–	1147
2024 Q1	$5.62M	Sell	118,980 -7,634	-6%	-$328K	0.09%	139
2023 Q4	$5.31M	Sell	126,614 -5,300	-4%	-$227K	0.09%	128
2023 Q3	$5.96M	Buy	131,914 +22,154	+20%	+$969K	0.12%	100
2023 Q2	$4.45M	Sell	109,760 -77,744	-41%	-$3.17M	0.09%	132
2023 Q1	$7.77M	Buy	187,504 +2,192	+1%	+$93.7K	0.16%	79
2022 Q4	$8.1M	Sell	185,312 -4,752	-3%	-$207K	0.18%	73
2022 Q3	$6.84M	Buy	190,064 +12,632	+7%	+$478K	0.17%	76
2022 Q2	$6.34M	Buy	177,432 +15,868	+10%	+$637K	0.15%	90
2022 Q1	$6.17M	Buy	161,564 +72,680	+82%	+$2.52M	0.13%	95
2021 Q4	$2.47M	Sell	88,884 -7,704	-8%	-$218K	0.05%	193
2021 Q3	$2.52M	Buy	96,588 +21,854	+29%	+$541K	0.06%	177
2021 Q2	$2.01M	Sell	74,734 -67,470	-47%	-$1.75M	0.04%	202
2021 Q1	$3.49M	Buy	142,204 +36,308	+34%	+$838K	0.09%	128
2020 Q4	$2.01M	Buy	+105,896	New	+$1.82M	0.05%	181
2020 Q3	–	Sell	-12,506	Closed	-$237K	–	717
2020 Q2	$237K	Buy	+12,506	New	+$233K	0.01%	554
2020 Q1	–	Sell	-6,924	Closed	-$208K	–	680
2019 Q4	$208K	Sell	6,924 -8,578	-55%	-$254K	0.01%	595
2019 Q3	$459K	Buy	15,502 +6,410	+71%	+$194K	0.02%	364
2019 Q2	$289K	Sell	9,092 -3,876	-30%	-$124K	0.01%	427
2019 Q1	$428K	Buy	12,968 +1,328	+11%	+$42.7K	0.02%	321
2018 Q4	$333K	Buy	11,640 +46	+0.4%	+$1.54K	0.02%	328
2018 Q3	$439K	Sell	11,594 -3,850	-25%	-$144K	0.01%	287
2018 Q2	$586K	Sell	15,444 -2,044	-12%	-$75.9K	0.02%	239
2018 Q1	$589K	Buy	17,488 +2,114	+14%	+$74.8K	0.02%	244
2017 Q4	$555K	Buy	+15,374	New	+$529K	0.02%	346
2017 Q1	–	Sell	-7,452	Closed	-$281K	–	365
2016 Q4	$281K	Buy	+7,452	New	+$269K	0.02%	237

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

Lincoln National Corp's XLE Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 118,980 shares — an estimated $5.62M sold.

Lincoln National Corp first reported a position in XLE in Q4 2016 and held it in 25 quarters. The position peaked at $8.1M in Q4 2022. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Lincoln National Corp reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 118,980 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $5.62M.
Lincoln National Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 25 quarters.
Lincoln National Corp's State Street Energy Select Sector SPDR ETF position peaked at $8.1M in Q4 2022.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.