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

Catalyst Private Wealth’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 Q4	–	Sell	-36	Closed	-$1K	–	293
2020 Q3	$1K	Buy	+36	New	+$639	﹤0.01%	290

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

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

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

Catalyst Private Wealth's XLE Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2020, closing a stake of 36 shares — an estimated $1K sold.

Catalyst Private Wealth first reported a position in XLE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 971 funds tracked by Wall St. Rank hold XLE as of Q4 2020.

Catalyst Private Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 36 State Street Energy Select Sector SPDR ETF shares in Q4 2020, an estimated $1K.
Catalyst Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $1K in Q3 2020.
971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.