Jeppson Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Jeppson Wealth Management’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 Q4	–	Sell	-350	Closed	-$5K	–	466
2020 Q3	$5K	Buy	+350	New	+$6.21K	﹤0.01%	450

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jeppson Wealth Management's XLE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2020, closing a stake of 350 shares — an estimated $5K sold.

Jeppson Wealth Management first reported a position in XLE in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 971 funds tracked by Wall St. Rank hold XLE as of Q4 2020.

Jeppson Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 350 State Street Energy Select Sector SPDR ETF shares in Q4 2020, an estimated $5K.
Jeppson Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $5K in Q3 2020.
971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.