ARS Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

ARS Wealth Advisors’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
2018 Q4	–	Sell	-11,770	Closed	-$446K	–	119
2018 Q3	$446K	Buy	11,770 +20	+0.2%	+$750	0.15%	74
2018 Q2	$446K	Buy	+11,750	New	+$437K	0.16%	69
2018 Q1	–	Sell	-7,032	Closed	-$254K	–	125
2017 Q4	$254K	Buy	+7,032	New	+$242K	0.09%	104

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

ARS Wealth Advisors's XLE Position: Q4 2018 in Review

ARS Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 11,770 shares — an estimated $446K sold.

ARS Wealth Advisors first reported a position in XLE in Q4 2017 and held it in 3 quarters. The position peaked at $446K in Q3 2018. 899 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

ARS Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
ARS Wealth Advisors sold 11,770 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $446K.
ARS Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
ARS Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $446K in Q3 2018.
899 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on ARS Wealth Advisors's 13F filing for Q4 2018, filed 11 Jun 2021.