Fiduciary Trust International of Pennsylvania’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$313K	Sell	21,550 -41,850	-66%	-$993K	0.01%	310
2019 Q4	$1.65M	Buy	63,400 +41,122	+185%	+$1.22M	0.06%	186
2019 Q3	$659K	Buy	22,278 +728	+3%	+$22K	0.03%	274
2019 Q2	$686K	Buy	+21,550	New	+$690K	0.03%	271
2018 Q2	–	Sell	-22,158	Closed	-$747K	–	401
2018 Q1	$747K	Hold	22,158	–	–	0.03%	265
2017 Q4	$800K	Sell	22,158 -30,000	-58%	-$1.03M	0.04%	262
2017 Q3	$1.15M	Buy	52,158 +29,400	+129%	+$956K	0.06%	202
2017 Q2	$739K	Buy	22,758 +600	+3%	+$20.2K	0.04%	270
2017 Q1	$774K	Hold	22,158	–	–	0.06%	177
2016 Q4	$834K	Hold	22,158	–	–	0.07%	170
2016 Q3	$782K	Hold	22,158	–	–	0.06%	173
2016 Q2	$756K	Buy	22,158 +608	+3%	+$20.1K	0.06%	180
2016 Q1	$667K	Sell	21,550 -300	-1%	-$8.7K	0.06%	186
2015 Q4	$659K	Buy	+21,850	New	+$719K	0.06%	178

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's XLE Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 66% in Q1 2020, selling an estimated $993K and leaving 21,550 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #310.

Fiduciary Trust International of Pennsylvania first reported a position in XLE in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.65M in Q4 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 21,550 shares of State Street Energy Select Sector SPDR ETF worth $313K as of Q1 2020.
Fiduciary Trust International of Pennsylvania sold 41,850 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $993K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #310 holding.
Fiduciary Trust International of Pennsylvania first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 14 quarters since.
Fiduciary Trust International of Pennsylvania's State Street Energy Select Sector SPDR ETF position peaked at $1.65M in Q4 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.