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Dougherty Wealth Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-40
Closed -$1K – 147
2021
Q3 		$1K Buy
+40
New +$991 ﹤0.01% 146

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dougherty Wealth Advisers's XLE Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 40 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in XLE in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 40 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $1K.
  • Dougherty Wealth Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's State Street Energy Select Sector SPDR ETF position peaked at $1K in Q3 2021.
  • 1,382 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.