Oliver Lagore Vanvalin Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$933K	Buy	+19,976	New	+$832K	0.37%	66
2024 Q4	$6.4M	Buy	149,498 +147,188	+6,372%	+$6.69M	1.64%	10
2024 Q3	$101K	Sell	2,310 -444	-16%	-$19.8K	0.03%	172
2024 Q2	$125K	Sell	2,754 -51,062	-95%	-$2.38M	0.04%	150
2024 Q1	$2.54M	Buy	53,816 +12,618	+31%	+$542K	0.75%	25
2023 Q4	$1.73M	Sell	41,198 -22,764	-36%	-$973K	0.64%	25
2023 Q3	$2.89M	Buy	63,962 +25,244	+65%	+$1.1M	1.14%	12
2023 Q2	$1.57M	Buy	38,718 +26,266	+211%	+$1.07M	0.58%	34
2023 Q1	$516K	Sell	12,452 -73,194	-85%	-$3.13M	0.22%	51
2022 Q4	$3.75M	Sell	85,646 -35,556	-29%	-$1.55M	2.11%	8
2022 Q3	$4.36M	Buy	121,202 +110,712	+1,055%	+$4.19M	2.81%	6
2022 Q2	$375K	Buy	10,490 +982	+10%	+$39.4K	0.22%	64
2022 Q1	$372K	Sell	9,508 -85,032	-90%	-$2.95M	0.25%	70
2021 Q4	$2.62M	Buy	+94,540	New	+$2.67M	0.19%	57

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025: 19,976 shares worth $933K. The stake represents 0.37% of the portfolio and ranks #66 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLE in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.4M in Q4 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 19,976 shares of State Street Energy Select Sector SPDR ETF worth $933K as of Q2 2025.
State Street Energy Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Energy Select Sector SPDR ETF made up 0.37% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #66 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $6.4M in Q4 2024.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.