V Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-5,756	Closed	-$234K	–	376
2023 Q2	$234K	Sell	5,756 -172	-3%	-$7.01K	0.04%	336
2023 Q1	$245K	Sell	5,928 -516	-8%	-$22.1K	0.05%	325
2022 Q4	$282K	Sell	6,444 -1,112	-15%	-$48.4K	0.06%	289
2022 Q3	$272K	Sell	7,556 -33,962	-82%	-$1.28M	0.05%	302
2022 Q2	$1.49M	Sell	41,518 -2,742	-6%	-$110K	0.28%	85
2022 Q1	$1.69M	Sell	44,260 -7,806	-15%	-$270K	0.27%	84
2021 Q4	$1.45M	Sell	52,066 -3,948	-7%	-$112K	0.21%	109
2021 Q3	$1.46M	Sell	56,014 -568	-1%	-$14.1K	0.23%	105
2021 Q2	$1.52M	Buy	56,582 +4,638	+9%	+$121K	0.24%	101
2021 Q1	$1.27M	Buy	51,944 +4,196	+9%	+$96.8K	0.23%	109
2020 Q4	$905K	Buy	47,748 +25,816	+118%	+$445K	0.19%	145
2020 Q3	$328K	Sell	21,932 -15,350	-41%	-$273K	0.23%	119
2020 Q2	$705K	Buy	37,282 +18,824	+102%	+$350K	0.18%	140
2020 Q1	$269K	Buy	+18,458	New	+$438K	0.08%	243
2017 Q3	–	Sell	-1,400	Closed	-$45K	–	716
2017 Q2	$45K	Buy	+1,400	New	+$47.1K	0.02%	333

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

V Wealth Advisors's XLE Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 5,756 shares — an estimated $234K sold.

V Wealth Advisors first reported a position in XLE in Q2 2017 and held it in 15 quarters. The position peaked at $1.69M in Q1 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

V Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,756 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $234K.
V Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 15 quarters.
V Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q1 2022.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.