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

Vance Wealth’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	-5,110	Closed	-$241K	–	97
2024 Q1	$241K	Buy	+5,110	New	+$219K	0.1%	83
2023 Q4	–	Sell	-4,680	Closed	-$212K	–	84
2023 Q3	$212K	Buy	+4,680	New	+$205K	0.1%	78
2023 Q2	–	Sell	-6,476	Closed	-$268K	–	83
2023 Q1	$268K	Sell	6,476 -244	-4%	-$10.4K	0.14%	62
2022 Q4	$294K	Sell	6,720 -1,600	-19%	-$69.6K	0.18%	56
2022 Q3	$300K	Buy	+8,320	New	+$315K	0.23%	52

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

Vance Wealth's XLE Position: Q2 2024 in Review

Vance Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 5,110 shares — an estimated $241K sold.

Vance Wealth first reported a position in XLE in Q3 2022 and held it in 5 quarters. The position peaked at $300K in Q3 2022. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Vance Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Vance Wealth sold 5,110 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $241K.
Vance Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Vance Wealth's State Street Energy Select Sector SPDR ETF position peaked at $300K in Q3 2022.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Vance Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.