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VanderPol Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

VanderPol Investments’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
-5,272
Closed -$249K – 49
2024
Q1 		$249K Sell
5,272
-760
-13% -$32.6K 0.71% 35
2023
Q4 		$253K Buy
+6,032
New +$258K 0.86% 35

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

VanderPol Investments's XLE Position: Q2 2024 in Review

VanderPol Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 5,272 shares — an estimated $249K sold.

VanderPol Investments first reported a position in XLE in Q4 2023 and held it in 2 quarters. The position peaked at $253K in Q4 2023. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • VanderPol Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • VanderPol Investments sold 5,272 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $249K.
  • VanderPol Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • VanderPol Investments's State Street Energy Select Sector SPDR ETF position peaked at $253K in Q4 2023.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on VanderPol Investments's 13F filing for Q2 2024, filed 11 Jul 2024.