Bernardo Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-18,760	Closed	-$355K	–	162
2020 Q4	$355K	Buy	18,760 +1,096	+6%	+$18.9K	0.14%	122
2020 Q3	$264K	Sell	17,664 -2,732	-13%	-$48.5K	0.12%	131
2020 Q2	$385K	Buy	20,396 +2,266	+12%	+$42.1K	0.21%	90
2020 Q1	$263K	Buy	18,130 +2,658	+17%	+$63K	0.18%	114
2019 Q4	$464K	Buy	15,472 +18	+0.1%	+$534	0.28%	84
2019 Q3	$457K	Buy	15,454 +16	+0.1%	+$484	0.33%	74
2019 Q2	$492K	Sell	15,438 -508	-3%	-$16.3K	0.39%	64
2019 Q1	$527K	Buy	15,946 +2,304	+17%	+$74K	0.42%	58
2018 Q4	$391K	Buy	+13,642	New	+$456K	0.35%	75

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bernardo Wealth Planning's XLE Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2021, closing a stake of 18,760 shares — an estimated $355K sold.

Bernardo Wealth Planning first reported a position in XLE in Q4 2018 and held it in 9 quarters. The position peaked at $527K in Q1 2019. 1,144 funds tracked by Wall St. Rank hold XLE as of Q1 2021.

Bernardo Wealth Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 18,760 State Street Energy Select Sector SPDR ETF shares in Q1 2021, an estimated $355K.
Bernardo Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $527K in Q1 2019.
1,144 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.