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

Artemis 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
2020 Q1	–	Sell	-4,000	Closed	-$120K	–	126
2019 Q4	$120K	Buy	+4,000	New	+$119K	0.04%	16

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Artemis Wealth Advisors's XLE Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 4,000 shares — an estimated $120K sold.

Artemis Wealth Advisors first reported a position in XLE in Q4 2019 and held it in 1 quarter. The position peaked at $120K in Q4 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Artemis Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 4,000 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $120K.
Artemis Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Artemis Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $120K in Q4 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.