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

USAdvisors 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 Q2	–	Sell	-21,630	Closed	-$1.01M	–	143
2024 Q1	$1.01M	Sell	21,630 -452	-2%	-$19.4K	0.38%	62
2023 Q4	$925K	Buy	22,082 +170	+0.8%	+$7.27K	0.38%	63
2023 Q3	$990K	Buy	21,912 +198	+0.9%	+$8.66K	0.44%	56
2023 Q2	$883K	Sell	21,714 -48,642	-69%	-$1.98M	0.42%	60
2023 Q1	$2.91M	Buy	70,356 +2	+0%	+$86	1.39%	25
2022 Q4	$3.08M	Sell	70,354 -7,756	-10%	-$338K	1.49%	24
2022 Q3	$2.81M	Hold	78,110	–	–	1.44%	25
2022 Q2	$2.79M	Buy	78,110 +30,708	+65%	+$1.23M	1.4%	26
2022 Q1	$1.81M	Buy	+47,402	New	+$1.64M	0.77%	31
2020 Q1	–	Sell	-26,702	Closed	-$802K	–	100
2019 Q4	$802K	Buy	+26,702	New	+$792K	0.42%	35

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

USAdvisors Wealth Management's XLE Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 21,630 shares — an estimated $1.01M sold.

USAdvisors Wealth Management first reported a position in XLE in Q4 2019 and held it in 10 quarters. The position peaked at $3.08M in Q4 2022. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

USAdvisors Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 21,630 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $1.01M.
USAdvisors Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
USAdvisors Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.08M in Q4 2022.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.