Monument Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Monument Capital 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
2024 Q1	–	Sell	-7,370	Closed	-$309K	–	201
2023 Q4	$309K	Sell	7,370 -58	-0.8%	-$2.48K	0.1%	144
2023 Q3	$336K	Sell	7,428 -26,020	-78%	-$1.14M	0.11%	132
2023 Q2	$1.36M	Sell	33,448 -1,136	-3%	-$46.3K	0.43%	66
2023 Q1	$1.43M	Buy	34,584 +486	+1%	+$20.8K	0.48%	64
2022 Q4	$1.49M	Sell	34,098 -416	-1%	-$18.1K	0.51%	61
2022 Q3	$1.24M	Buy	34,514 +7,308	+27%	+$276K	0.47%	63
2022 Q2	$973K	Sell	27,206 -838	-3%	-$33.6K	0.37%	70
2022 Q1	$1.07M	Buy	+28,044	New	+$971K	0.35%	66

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Monument Capital Management's XLE Position: Q1 2024 in Review

Monument Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 7,370 shares — an estimated $309K sold.

Monument Capital Management first reported a position in XLE in Q1 2022 and held it in 8 quarters. The position peaked at $1.49M in Q4 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Monument Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Monument Capital Management sold 7,370 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $309K.
Monument Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Monument Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $1.49M in Q4 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Monument Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.