Glovista Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Glovista Investments’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	-139,092	Closed	-$3.62M	–	80
2021 Q3	$3.62M	Buy	139,092 +118,012	+560%	+$2.92M	1.06%	21
2021 Q2	$568K	Sell	21,080 -13,380	-39%	-$348K	0.13%	76
2021 Q1	$844K	Buy	34,460 +3,000	+10%	+$69.2K	0.26%	61
2020 Q4	$596K	Buy	+31,460	New	+$542K	0.19%	86
2018 Q4	–	Sell	-10,680	Closed	-$404K	–	109
2018 Q3	$404K	Buy	+10,680	New	+$400K	0.11%	78
2018 Q1	–	Sell	-205,734	Closed	-$7.42M	–	103
2017 Q4	$7.42M	Buy	+205,734	New	+$7.08M	1.48%	17
2013 Q4	–	Sell	-139,312	Closed	-$5.78M	–	92
2013 Q3	$5.78M	Buy	+139,312	New	+$5.74M	1.03%	18

Other funds holding XLE

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glovista Investments's XLE Position: Q4 2021 in Review

Glovista Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2021, closing a stake of 139,092 shares — an estimated $3.62M sold.

Glovista Investments first reported a position in XLE in Q3 2013 and held it in 7 quarters. The position peaked at $7.42M in Q4 2017. 1,381 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Glovista Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Glovista Investments sold 139,092 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $3.62M.
Glovista Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and held it in 7 quarters.
Glovista Investments's State Street Energy Select Sector SPDR ETF position peaked at $7.42M in Q4 2017.
1,381 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Glovista Investments's 13F filing for Q4 2021, filed 10 Feb 2022.