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Filbrandt Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Filbrandt Wealth 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
2020
Q1 		– Sell
-60
Closed -$1K – 310
2019
Q4 		$1K Buy
+60
New +$1.78K ﹤0.01% 180

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Filbrandt Wealth Management's XLE Position: Q1 2020 in Review

Filbrandt Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 60 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in XLE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

  • Filbrandt Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 60 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Filbrandt Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1K in Q4 2019.
  • 747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Filbrandt Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.