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

Vigilare Wealth Management’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	-31,312	Closed	-$1.48M	–	100
2024 Q1	$1.48M	Buy	31,312 +20,396	+187%	+$876K	0.73%	23
2023 Q4	$458K	Buy	10,916 +2,758	+34%	+$118K	0.24%	55
2023 Q3	$369K	Buy	+8,158	New	+$357K	0.24%	54
2023 Q1	–	Sell	-38,144	Closed	-$1.67M	–	120
2022 Q4	$1.67M	Buy	+38,144	New	+$1.66M	0.97%	16
2022 Q1	–	Sell	-43,796	Closed	-$1.22M	–	177
2021 Q4	$1.22M	Buy	43,796 +9,684	+28%	+$274K	0.72%	36
2021 Q3	$888K	Buy	34,112 +20,966	+159%	+$519K	0.55%	44
2021 Q2	$354K	Buy	+13,146	New	+$342K	0.21%	129

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

Vigilare Wealth Management's XLE Position: Q2 2024 in Review

Vigilare Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 31,312 shares — an estimated $1.48M sold.

Vigilare Wealth Management first reported a position in XLE in Q2 2021 and held it in 7 quarters. The position peaked at $1.67M in Q4 2022. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

Vigilare Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Vigilare Wealth Management sold 31,312 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $1.48M.
Vigilare Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
Vigilare Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.67M in Q4 2022.
1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Vigilare Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.