Van Leeuwen & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Van Leeuwen & Company’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 Q1	$4.12M	Buy	87,314 +16,720	+24%	+$718K	2.09%	15
2023 Q4	$2.96M	Sell	70,594 -38,052	-35%	-$1.63M	1.72%	17
2023 Q3	$4.91M	Sell	108,646 -1,840	-2%	-$80.5K	3.06%	10
2023 Q2	$4.49M	Buy	110,486 +42,180	+62%	+$1.72M	2.82%	12
2023 Q1	$2.83M	Sell	68,306 -628	-0.9%	-$26.9K	1.9%	19
2022 Q4	$3.01M	Sell	68,934 -922	-1%	-$40.1K	2.08%	19
2022 Q3	$2.52M	Buy	+69,856	New	+$2.64M	2%	19
2021 Q4	–	Sell	-152,370	Closed	-$3.97M	–	75
2021 Q3	$3.97M	Sell	152,370 -15,508	-9%	-$384K	2.43%	14
2021 Q2	$4.6M	Buy	167,878 +8,198	+5%	+$213K	2.72%	12
2021 Q1	$3.92M	Buy	159,680 +4,246	+3%	+$98K	2.57%	15
2020 Q4	$2.94M	Buy	+155,434	New	+$2.68M	1.97%	20
2020 Q1	–	Sell	-49,748	Closed	-$1.49M	–	82
2019 Q4	$1.49M	Sell	49,748 -15,918	-24%	-$472K	1.25%	38
2019 Q3	$1.94M	Sell	65,666 -4,260	-6%	-$129K	1.83%	24
2019 Q2	$2.23M	Sell	69,926 -10,232	-13%	-$328K	2%	16
2019 Q1	$2.65M	Sell	80,158 -2,028	-2%	-$65.1K	2.48%	10
2018 Q4	$2.36M	Buy	+82,186	New	+$2.75M	2.36%	12

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Van Leeuwen & Company's XLE Position: Q1 2024 in Review

Van Leeuwen & Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q1 2024, buying an estimated $718K and bringing the position to 87,314 shares worth $4.12M. The position accounts for 2.09% of the portfolio, ranked #15.

Van Leeuwen & Company first reported a position in XLE in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.91M in Q3 2023. 1,816 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Van Leeuwen & Company held 87,314 shares of State Street Energy Select Sector SPDR ETF worth $4.12M as of Q1 2024.
Van Leeuwen & Company bought 16,720 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $718K.
State Street Energy Select Sector SPDR ETF made up 2.09% of Van Leeuwen & Company's portfolio in Q1 2024, its #15 holding.
Van Leeuwen & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
Van Leeuwen & Company's State Street Energy Select Sector SPDR ETF position peaked at $4.91M in Q3 2023.
1,816 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.