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Gofen & Glossberg’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gofen & Glossberg’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
-12,424
Closed -$373K – 474
2019
Q4 		$373K Hold
12,424
– – 0.01% 341
2019
Q3 		$368K Buy
12,424
+1,400
+13% +$42.3K 0.01% 327
2019
Q2 		$351K Buy
11,024
+24
+0.2% +$768 0.01% 337
2019
Q1 		$364K Hold
11,000
– – 0.01% 319
2018
Q4 		$315K Hold
11,000
– – 0.01% 329
2018
Q3 		$417K Hold
11,000
– – 0.01% 309
2018
Q2 		$418K Sell
11,000
-1,900
-15% -$70.6K 0.02% 306
2018
Q1 		$435K Sell
12,900
-1,200
-9% -$42.5K 0.02% 307
2017
Q4 		$509K Hold
14,100
– – 0.02% 290
2017
Q3 		$483K Buy
14,100
+260
+2% +$8.46K 0.02% 296
2017
Q2 		$449K Buy
13,840
+1,090
+9% +$36.6K 0.02% 305
2017
Q1 		$446K Sell
12,750
-202
-2% -$7.3K 0.02% 304
2016
Q4 		$488K Hold
12,952
– – 0.02% 280
2016
Q3 		$457K Sell
12,952
-100
-0.8% -$3.43K 0.02% 289
2016
Q2 		$445K Hold
13,052
– – 0.02% 285
2016
Q1 		$404K Buy
13,052
+3,000
+30% +$87K 0.02% 298
2015
Q4 		$303K Hold
10,052
– – 0.01% 344
2015
Q3 		$308K Sell
10,052
-1,000
-9% -$33.7K 0.01% 334
2015
Q2 		$415K Sell
11,052
-138
-1% -$5.48K 0.02% 299
2015
Q1 		$434K Buy
11,190
+138
+1% +$5.35K 0.02% 297
2014
Q4 		$437K Hold
11,052
– – 0.02% 294
2014
Q3 		$501K Sell
11,052
-50
-0.5% -$2.42K 0.02% 270
2014
Q2 		$556K Sell
11,102
-2,850
-20% -$135K 0.02% 254
2014
Q1 		$611K Hold
13,952
– – 0.03% 240
2013
Q4 		$617K Hold
13,952
– – 0.03% 233
2013
Q3 		$578K Hold
13,952
– – 0.03% 231
2013
Q2 		$546K Buy
+13,952
New +$553K 0.03% 226

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Gofen & Glossberg's XLE Position: Q1 2020 in Review

Gofen & Glossberg sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 12,424 shares — an estimated $373K sold.

Gofen & Glossberg first reported a position in XLE in Q2 2013 and held it in 27 quarters. The position peaked at $617K in Q4 2013. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

  • Gofen & Glossberg reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Gofen & Glossberg sold 12,424 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $373K.
  • Gofen & Glossberg first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
  • Gofen & Glossberg's State Street Energy Select Sector SPDR ETF position peaked at $617K in Q4 2013.
  • 747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Gofen & Glossberg's 13F filing for Q1 2020, filed 14 Apr 2020.