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

Altavista 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
2021 Q4	$450K	Buy	16,218 +260	+2%	+$7.35K	0.09%	131
2021 Q3	$416K	Sell	15,958 -3,600	-18%	-$89.2K	0.09%	128
2021 Q2	$527K	Sell	19,558 -1,000	-5%	-$26K	0.11%	117
2021 Q1	$504K	Sell	20,558 -300	-1%	-$6.92K	0.12%	114
2020 Q4	$395K	Sell	20,858 -10,390	-33%	-$179K	0.1%	126
2020 Q3	$468K	Buy	31,248 +6,928	+28%	+$123K	0.13%	103
2020 Q2	$460K	Buy	24,320 +7,820	+47%	+$145K	0.13%	101
2020 Q1	$240K	Buy	16,500 +640	+4%	+$15.2K	0.08%	141
2019 Q4	$476K	Sell	15,860 -6,594	-29%	-$196K	0.14%	105
2019 Q3	$665K	Sell	22,454 -4,682	-17%	-$142K	0.21%	86
2019 Q2	$864K	Buy	27,136 +1,146	+4%	+$36.7K	0.28%	73
2019 Q1	$859K	Buy	25,990 +2,456	+10%	+$78.9K	0.3%	73
2018 Q4	$675K	Buy	23,534 +13,534	+135%	+$453K	0.28%	82
2018 Q3	$379K	Buy	10,000 +1,900	+23%	+$71.2K	0.14%	115
2018 Q2	$308K	Hold	8,100	–	–	0.12%	120
2018 Q1	$273K	Hold	8,100	–	–	0.12%	125
2017 Q4	$293K	Hold	8,100	–	–	0.12%	123
2017 Q3	$277K	Hold	8,100	–	–	0.13%	119
2017 Q2	$263K	Sell	8,100 -2,000	-20%	-$67.2K	0.13%	115
2017 Q1	$353K	Sell	10,100 -2,146	-18%	-$77.6K	0.18%	91
2016 Q4	$461K	Buy	12,246 +100	+0.8%	+$3.62K	0.25%	78
2016 Q3	$429K	Buy	12,146 +4,976	+69%	+$170K	0.23%	85
2016 Q2	$245K	Hold	7,170	–	–	0.14%	115
2016 Q1	$222K	Sell	7,170 -1,880	-21%	-$54.5K	0.13%	114
2015 Q4	$273K	Buy	9,050 +580	+7%	+$19.1K	0.16%	103
2015 Q3	$259K	Buy	+8,470	New	+$285K	0.17%	100

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altavista Wealth Management's XLE Position: Q4 2021 in Review

Altavista Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.6% in Q4 2021, buying an estimated $7.35K and bringing the position to 16,218 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #131.

Altavista Wealth Management first reported a position in XLE in Q3 2015 and has held it in 26 quarters since. The position peaked at $864K in Q2 2019. 1,383 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Altavista Wealth Management held 16,218 shares of State Street Energy Select Sector SPDR ETF worth $450K as of Q4 2021.
Altavista Wealth Management bought 260 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $7.35K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Altavista Wealth Management's portfolio in Q4 2021, its #131 holding.
Altavista Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 26 quarters since.
Altavista Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $864K in Q2 2019.
1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.