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Vermillion & White Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vermillion & White Wealth Management Group’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
Q3 		– Sell
-400
Closed -$18.2K – 388
2024
Q2 		$18.2K Hold
400
– – 0.01% 188
2024
Q1 		$18.9K Hold
400
– – 0.02% 174
2023
Q4 		$16.8K Buy
+400
New +$17.1K 0.02% 150

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Vermillion & White Wealth Management Group's XLE Position: Q3 2024 in Review

Vermillion & White Wealth Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2024, closing a stake of 400 shares — an estimated $18.2K sold.

Vermillion & White Wealth Management Group first reported a position in XLE in Q4 2023 and held it in 3 quarters. The position peaked at $18.9K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold XLE as of Q3 2024.

  • Vermillion & White Wealth Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 400 State Street Energy Select Sector SPDR ETF shares in Q3 2024, an estimated $18.2K.
  • Vermillion & White Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $18.9K in Q1 2024.
  • 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.