Hefty Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hefty Wealth Partners’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	$2.37M	Buy	+70,344	New	+$2.49M	1.53%	23
2017 Q4	–	Sell	-83,290	Closed	-$2.85M	–	267
2017 Q3	$2.85M	Buy	83,290 +83,200	+92,444%	+$2.71M	1.89%	16
2017 Q2	$2K	Buy	+90	New	+$3.02K	﹤0.01%	229
2016 Q3	–	Sell	-72,846	Closed	-$2.48M	–	257
2016 Q2	$2.48M	Buy	+72,846	New	+$2.4M	2.05%	11
2016 Q1	–	Sell	-36,156	Closed	-$1.09M	–	235
2015 Q4	$1.09M	Buy	+36,156	New	+$1.19M	1.04%	32

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Hefty Wealth Partners's XLE Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018: 70,344 shares worth $2.37M. The stake represents 1.53% of the portfolio and ranks #23 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in XLE as recently as Q3 2017.

Hefty Wealth Partners first reported a position in XLE in Q4 2015 and has held it in 5 quarters since. The position peaked at $2.85M in Q3 2017. 827 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

Hefty Wealth Partners held 70,344 shares of State Street Energy Select Sector SPDR ETF worth $2.37M as of Q1 2018.
State Street Energy Select Sector SPDR ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street Energy Select Sector SPDR ETF made up 1.53% of Hefty Wealth Partners's portfolio in Q1 2018, its #23 holding.
Hefty Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 5 quarters since.
Hefty Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.85M in Q3 2017.
827 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.