Bruderman Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-1,258	Closed	-$42K	–	584
2019 Q1	$42K	Buy	1,258 +4	+0.3%	+$128	0.01%	288
2018 Q4	$36K	Sell	1,254 -236	-16%	-$7.9K	0.01%	282
2018 Q3	$56K	Buy	+1,490	New	+$55.9K	0.01%	182
2017 Q3	–	Sell	-400	Closed	-$13K	–	324
2017 Q2	$13K	Buy	+400	New	+$13.4K	﹤0.01%	301
2017 Q1	–	Sell	-400	Closed	-$15K	–	325
2016 Q4	$15K	Hold	400	–	–	﹤0.01%	292
2016 Q3	$14K	Hold	400	–	–	﹤0.01%	309
2016 Q2	$14K	Hold	400	–	–	﹤0.01%	291
2016 Q1	$12K	Sell	400 -610	-60%	-$17.7K	﹤0.01%	309
2015 Q4	$30K	Buy	1,010 +6	+0.6%	+$197	0.01%	256
2015 Q3	$31K	Buy	1,004 +604	+151%	+$20.4K	0.01%	249
2015 Q2	$15K	Buy	+400	New	+$15.9K	0.01%	319

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

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

SGI

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bruderman Asset Management's XLE Position: Q2 2019 in Review

Bruderman Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 1,258 shares — an estimated $42K sold.

Bruderman Asset Management first reported a position in XLE in Q2 2015 and held it in 11 quarters. The position peaked at $56K in Q3 2018. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Bruderman Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,258 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $42K.
Bruderman Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and held it in 11 quarters.
Bruderman Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $56K in Q3 2018.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.