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

Lumature Wealth Partners’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	$620K	Buy	15,276 +404	+3%	+$16.5K	0.37%	61
2023 Q1	$616K	Sell	14,872 -252	-2%	-$10.8K	0.35%	54
2022 Q4	$661K	Sell	15,124 -2,090	-12%	-$91K	0.37%	50
2022 Q3	$620K	Sell	17,214 -218	-1%	-$8.24K	0.33%	56
2022 Q2	$623K	Sell	17,432 -26	-0.1%	-$1.04K	0.28%	63
2022 Q1	$667K	Sell	17,458 -2,716	-13%	-$94.1K	0.27%	80
2021 Q4	$560K	Buy	20,174 +92	+0.5%	+$2.6K	0.22%	90
2021 Q3	$523K	Buy	20,082 +782	+4%	+$19.4K	0.21%	91
2021 Q2	$520K	Buy	19,300 +98	+0.5%	+$2.55K	0.22%	90
2021 Q1	$471K	Buy	19,202 +2,370	+14%	+$54.7K	0.25%	88
2020 Q4	$319K	Buy	+16,832	New	+$290K	0.3%	98

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

Lumature Wealth Partners's XLE Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q2 2023, buying an estimated $16.5K and bringing the position to 15,276 shares worth $620K. The position accounts for 0.37% of the portfolio, ranked #61.

Lumature Wealth Partners first reported a position in XLE in Q4 2020 and has held it in 11 quarters since. The position peaked at $667K in Q1 2022. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Lumature Wealth Partners held 15,276 shares of State Street Energy Select Sector SPDR ETF worth $620K as of Q2 2023.
Lumature Wealth Partners bought 404 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $16.5K.
State Street Energy Select Sector SPDR ETF made up 0.37% of Lumature Wealth Partners's portfolio in Q2 2023, its #61 holding.
Lumature Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $667K in Q1 2022.
1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.