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

Sanctuary 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
2024 Q4	$2.14K	Hold	50	–	–	﹤0.01%	232
2024 Q3	$2.19K	Hold	50	–	–	﹤0.01%	231
2024 Q2	$2.28K	Hold	50	–	–	﹤0.01%	209
2024 Q1	$2.36K	Hold	50	–	–	﹤0.01%	195
2023 Q4	$2.1K	Hold	50	–	–	﹤0.01%	209
2023 Q3	$2.26K	Sell	50 -1,950	-98%	-$85.3K	﹤0.01%	194
2023 Q2	$81.2K	Buy	+2,000	New	+$81.5K	0.09%	60
2022 Q4	$87.5K	Buy	+2,000	New	+$87.1K	0.1%	52

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Sanctuary Wealth Management's XLE Position: Q4 2024 in Review

Sanctuary Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2024 at 50 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Sanctuary Wealth Management first reported a position in XLE in Q4 2022 and has held it in 8 quarters since. The position peaked at $87.5K in Q4 2022. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Sanctuary Wealth Management held 50 shares of State Street Energy Select Sector SPDR ETF worth $2.14K as of Q4 2024.
Sanctuary Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #232 holding.
Sanctuary Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $87.5K in Q4 2022.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.