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Bellwether Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-328
Closed -$12K – 957
2016
Q4 		$12K Buy
+328
New +$11.9K 0.01% 595
2016
Q2 		$11K Buy
+328
New +$10.8K 0.01% 404

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's XLE Position: Q1 2017 in Review

Bellwether Investment Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 328 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in XLE in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

  • Bellwether Investment Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 328 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $12K in Q4 2016.
  • 743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.