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

Altus Wealth 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
2021 Q3	–	Sell	-1,200	Closed	-$32K	–	123
2021 Q2	$32K	Hold	1,200	–	–	0.03%	116
2021 Q1	$30K	Sell	1,200 -200	-14%	-$4.61K	0.03%	133
2020 Q4	$27K	Buy	+1,400	New	+$24.1K	0.03%	314

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Altus Wealth Group's XLE Position: Q3 2021 in Review

Altus Wealth Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 1,200 shares — an estimated $32K sold.

Altus Wealth Group first reported a position in XLE in Q4 2020 and held it in 3 quarters. The position peaked at $32K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Altus Wealth Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Altus Wealth Group sold 1,200 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $32K.
Altus Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Altus Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $32K in Q2 2021.
1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Altus Wealth Group's 13F filing for Q3 2021, filed 8 Nov 2021.