Financial Services Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Services Advisory’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
2018 Q1	–	Sell	-133,316	Closed	-$4.82M	–	37
2017 Q4	$4.82M	Buy	+133,316	New	+$4.59M	3.55%	10

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SGI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Services Advisory's XLE Position: Q1 2018 in Review

Financial Services Advisory sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018, closing a stake of 133,316 shares — an estimated $4.82M sold.

Financial Services Advisory first reported a position in XLE in Q4 2017 and held it in 1 quarter. The position peaked at $4.82M in Q4 2017. 828 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

Financial Services Advisory reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Financial Services Advisory sold 133,316 State Street Energy Select Sector SPDR ETF shares in Q1 2018, an estimated $4.82M.
Financial Services Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
Financial Services Advisory's State Street Energy Select Sector SPDR ETF position peaked at $4.82M in Q4 2017.
828 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Financial Services Advisory's 13F filing for Q1 2018, filed 14 May 2018.