Houlihan Financial Resource Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Houlihan Financial Resource Group’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 Q3	$8K	Buy	+450	New	+$7.99K	﹤0.01%	289

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Houlihan Financial Resource Group's XLE Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2020: 450 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings.

753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

Houlihan Financial Resource Group held 450 shares of State Street Energy Select Sector SPDR ETF worth $8K as of Q3 2020.
State Street Energy Select Sector SPDR ETF was a new Houlihan Financial Resource Group position in Q3 2020.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #289 holding.
753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.