Sargent Bickham Lagudis’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$215K	Buy	4,906 +2,146	+78%	+$93.4K	0.02%	263
2022 Q3	$100K	Buy	2,760 +1,160	+73%	+$43.9K	0.01%	319
2022 Q2	$58K	Buy	1,600 +610	+62%	+$24.5K	0.01%	393
2022 Q1	$38K	Buy	+990	New	+$34.3K	﹤0.01%	505
2021 Q4	–	Sell	-392	Closed	-$10K	–	1022
2021 Q3	$10K	Sell	392 -136	-26%	-$3.37K	﹤0.01%	725
2021 Q2	$14K	Buy	528 +144	+38%	+$3.75K	﹤0.01%	669
2021 Q1	$9K	Buy	+384	New	+$8.86K	﹤0.01%	727
2020 Q3	–	Sell	-49,900	Closed	-$944K	–	839
2020 Q2	$944K	Sell	49,900 -18,980	-28%	-$353K	0.1%	114
2020 Q1	$1M	Buy	68,880 +62,724	+1,019%	+$1.49M	0.13%	116
2019 Q4	$185K	Buy	6,156 +5,280	+603%	+$157K	0.02%	208
2019 Q3	$26K	Hold	876	–	–	﹤0.01%	433
2019 Q2	$28K	Hold	876	–	–	﹤0.01%	447
2019 Q1	$29K	Hold	876	–	–	﹤0.01%	465
2018 Q4	$25K	Sell	876 -618	-41%	-$20.7K	﹤0.01%	461
2018 Q3	$57K	Hold	1,494	–	–	0.01%	345
2018 Q2	$57K	Sell	1,494 -952	-39%	-$35.4K	0.01%	339
2018 Q1	$82K	Sell	2,446 -11,154	-82%	-$395K	0.01%	291
2017 Q4	$491K	Buy	13,600 +1,426	+12%	+$49.1K	0.06%	146
2017 Q3	$417K	Buy	12,174 +9,056	+290%	+$295K	0.05%	153
2017 Q2	$101K	Buy	3,118 +764	+32%	+$25.7K	0.01%	269
2017 Q1	$82K	Hold	2,354	–	–	0.01%	291
2016 Q4	$89K	Sell	2,354 -650	-22%	-$23.5K	0.01%	270
2016 Q3	$106	Buy	3,004 +366	+14%	+$12.5K	0.02%	263
2016 Q2	$90K	Sell	2,638 -1,448	-35%	-$47.8K	0.01%	278
2016 Q1	$126K	Buy	+4,086	New	+$119K	0.02%	251

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sargent Bickham Lagudis's XLE Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 78% in Q4 2022, buying an estimated $93.4K and bringing the position to 4,906 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #263.

Sargent Bickham Lagudis first reported a position in XLE in Q1 2016 and has held it in 25 quarters since. The position peaked at $1M in Q1 2020. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Sargent Bickham Lagudis held 4,906 shares of State Street Energy Select Sector SPDR ETF worth $215K as of Q4 2022.
Sargent Bickham Lagudis bought 2,146 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $93.4K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #263 holding.
Sargent Bickham Lagudis first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 25 quarters since.
Sargent Bickham Lagudis's State Street Energy Select Sector SPDR ETF position peaked at $1M in Q1 2020.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.