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

Lyons 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
2019 Q4	–	Sell	-16,598	Closed	-$491K	–	18
2019 Q3	$491K	Sell	16,598 -710	-4%	-$21.5K	1.28%	13
2019 Q2	$548K	Sell	17,308 -802	-4%	-$25.7K	1.31%	15
2019 Q1	$599K	Buy	18,110 +468	+3%	+$15K	1.68%	9
2018 Q4	$505K	Sell	17,642 -2,990	-14%	-$100K	1.65%	28
2018 Q3	$783K	Sell	20,632 -1,206	-6%	-$45.2K	1.55%	28
2018 Q2	$829K	Buy	21,838 +884	+4%	+$32.8K	1.19%	23
2018 Q1	$705K	Buy	20,954 +1,764	+9%	+$62.4K	1.07%	30
2017 Q4	$692K	Buy	19,190 +10,630	+124%	+$366K	1.13%	27
2017 Q3	$297K	Sell	8,560 -352	-4%	-$11.5K	0.45%	39
2017 Q2	$291K	Buy	8,912 +2,438	+38%	+$81.9K	0.41%	46
2017 Q1	$225K	Sell	6,474 -86	-1%	-$3.11K	0.24%	40
2016 Q4	$254K	Sell	6,560 -180	-3%	-$6.51K	0.35%	39
2016 Q3	$237K	Sell	6,740 -1,088	-14%	-$37.3K	0.33%	41
2016 Q2	$266K	Sell	7,828 -1,236	-14%	-$40.8K	0.4%	37
2016 Q1	$279K	Sell	9,064 -70	-0.8%	-$2.03K	0.4%	36
2015 Q4	$275K	Sell	9,134 -5,350	-37%	-$176K	0.35%	43
2015 Q3	$437K	Buy	14,484 +778	+6%	+$26.2K	0.56%	36
2015 Q2	$515K	Sell	13,706 -296	-2%	-$11.7K	0.59%	38
2015 Q1	$547K	Buy	14,002 +506	+4%	+$19.6K	0.59%	35
2014 Q4	$539K	Buy	13,496 +438	+3%	+$18.2K	0.56%	35
2014 Q3	$591K	Sell	13,058 -56	-0.4%	-$2.71K	0.63%	38
2014 Q2	$657K	Buy	13,114 +366	+3%	+$17.3K	0.59%	42
2014 Q1	$569K	Sell	12,748 -1,292	-9%	-$55.7K	0.5%	37
2013 Q4	$624K	Sell	14,040 -186	-1%	-$8.01K	0.59%	18
2013 Q3	$589K	Sell	14,226 -42	-0.3%	-$1.73K	0.53%	18
2013 Q2	$557K	Buy	+14,268	New	+$565K	0.56%	16

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Lyons Wealth Management's XLE Position: Q4 2019 in Review

Lyons Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 16,598 shares — an estimated $491K sold.

Lyons Wealth Management first reported a position in XLE in Q2 2013 and held it in 26 quarters. The position peaked at $829K in Q2 2018. 892 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Lyons Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Lyons Wealth Management sold 16,598 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $491K.
Lyons Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
Lyons Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $829K in Q2 2018.
892 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.