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

Atlas Private 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
2021 Q4	–	Sell	-622	Closed	-$16K	–	715
2021 Q3	$16K	Hold	622	–	–	0.01%	398
2021 Q2	$17K	Hold	622	–	–	0.01%	392
2021 Q1	$15K	Sell	622 -1,214	-66%	-$28K	0.01%	442
2020 Q4	$35K	Sell	1,836 -120	-6%	-$2.07K	0.02%	264
2020 Q3	$29K	Buy	1,956 +462	+31%	+$8.2K	0.02%	266
2020 Q2	$28K	Buy	+1,494	New	+$27.8K	0.02%	278

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

Atlas Private Wealth Advisors's XLE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 622 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in XLE in Q2 2020 and held it in 6 quarters. The position peaked at $35K in Q4 2020. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 622 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $35K in Q4 2020.
1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.