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

Delphi Private 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
2019 Q2	–	Sell	-200	Closed	-$7K	–	100
2019 Q1	$7K	Sell	200 -302	-60%	-$9.7K	0.04%	32
2018 Q4	$14K	Hold	502	–	–	0.08%	31
2018 Q3	$19K	Sell	502 -76	-13%	-$2.85K	0.06%	50
2018 Q2	$22K	Sell	578 -84	-13%	-$3.12K	0.07%	53
2018 Q1	$22K	Sell	662 -208	-24%	-$7.36K	0.09%	52
2017 Q4	$31K	Hold	870	–	–	0.08%	98
2017 Q3	$30K	Hold	870	–	–	0.09%	48
2017 Q2	$28K	Hold	870	–	–	0.06%	58
2017 Q1	$30K	Sell	870 -260	-23%	-$9.4K	0.05%	51
2016 Q4	$43K	Buy	1,130 +530	+88%	+$19.2K	0.08%	48
2016 Q3	$21K	Hold	600	–	–	0.04%	63
2016 Q2	$20K	Hold	600	–	–	0.04%	91
2016 Q1	$19K	Hold	600	–	–	0.03%	100
2015 Q4	$18K	Buy	+600	New	+$19.7K	0.03%	111

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

Delphi Private Advisors's XLE Position: Q2 2019 in Review

Delphi Private Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 200 shares — an estimated $7K sold.

Delphi Private Advisors first reported a position in XLE in Q4 2015 and held it in 14 quarters. The position peaked at $43K in Q4 2016. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Delphi Private Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Delphi Private Advisors sold 200 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $7K.
Delphi Private Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Delphi Private Advisors's State Street Energy Select Sector SPDR ETF position peaked at $43K in Q4 2016.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.