Hamel Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hamel Associates’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	-102,950	Closed	-$3.09M	–	82
2019 Q4	$3.09M	Buy	102,950 +29,300	+40%	+$869K	1.27%	31
2019 Q3	$2.18M	Buy	73,650 +65,150	+766%	+$1.97M	0.93%	38
2019 Q2	$271K	Hold	8,500	–	–	0.12%	76
2019 Q1	$281K	Sell	8,500 -21,650	-72%	-$695K	0.13%	76
2018 Q4	$865K	Sell	30,150 -46,170	-60%	-$1.54M	0.43%	58
2018 Q3	$2.89M	Sell	76,320 -6,000	-7%	-$225K	1.25%	30
2018 Q2	$3.13M	Sell	82,320 -15,550	-16%	-$578K	1.44%	24
2018 Q1	$3.3K	Sell	97,870 -20	-0%	-$708	0.22%	23
2017 Q4	$3.54M	Hold	97,890	–	–	1.67%	22
2017 Q3	$3.35M	Buy	+97,890	New	+$3.18M	1.63%	24

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 $3B AUM 15.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Hamel Associates's XLE Position: Q1 2020 in Review

Hamel Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 102,950 shares — an estimated $3.09M sold.

Hamel Associates first reported a position in XLE in Q3 2017 and held it in 10 quarters. The position peaked at $3.54M in Q4 2017. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Hamel Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Hamel Associates sold 102,950 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $3.09M.
Hamel Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and held it in 10 quarters.
Hamel Associates's State Street Energy Select Sector SPDR ETF position peaked at $3.54M in Q4 2017.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Hamel Associates's 13F filing for Q1 2020, filed 7 May 2020.