Ameritas Investment Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ameritas Investment Company’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	$2.94M	Buy	112,984 +19,924	+21%	+$494K	0.14%	134
2021 Q2	$2.87M	Buy	93,060 +35,980	+63%	+$936K	0.14%	120
2021 Q1	$1.4M	Buy	57,080 +44,968	+371%	+$1.04M	0.12%	170
2020 Q4	$228K	Sell	12,112 -2,396	-17%	-$41.3K	0.04%	372
2020 Q3	$275K	Hold	14,508	–	–	0.09%	250
2020 Q2	$275K	Buy	14,508 +4,698	+48%	+$87.4K	0.08%	256
2020 Q1	$143K	Sell	9,810 -710	-7%	-$16.8K	0.02%	416
2019 Q4	$316K	Sell	10,520 -1,890	-15%	-$56K	0.07%	250
2019 Q3	$367K	Buy	12,410 +4,816	+63%	+$146K	0.07%	231
2019 Q2	$242K	Sell	7,594 -6,784	-47%	-$217K	0.11%	181
2019 Q1	$476K	Sell	14,378 -57,726	-80%	-$1.85M	0.09%	180
2018 Q4	$2.07M	Buy	+72,104	New	+$2.41M	0.45%	51

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

Ameritas Investment Company's XLE Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q3 2021, buying an estimated $494K and bringing the position to 112,984 shares worth $2.94M. The position accounts for 0.14% of the portfolio, ranked #134.

Ameritas Investment Company first reported a position in XLE in Q4 2018 and has held it in 12 quarters since. 1,229 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Ameritas Investment Company held 112,984 shares of State Street Energy Select Sector SPDR ETF worth $2.94M as of Q3 2021.
Ameritas Investment Company bought 19,924 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $494K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #134 holding.
Ameritas Investment Company first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
1,229 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.