Lantz Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lantz Financial’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 Q2	–	Sell	-14,140	Closed	-$205K	–	115
2020 Q1	$205K	Sell	14,140 -18	-0.1%	-$427	0.16%	104
2019 Q4	$425K	Buy	14,158 +2	+0%	+$59	0.25%	87
2019 Q3	$399K	Sell	14,156 -996	-7%	-$30.1K	0.27%	87
2019 Q2	$475K	Buy	15,152 +4	+0%	+$128	0.32%	77
2019 Q1	$501K	Buy	+15,148	New	+$487K	0.36%	68

Other funds holding XLE

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

PPFA

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

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

Lantz Financial's XLE Position: Q2 2020 in Review

Lantz Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2020, closing a stake of 14,140 shares — an estimated $205K sold.

Lantz Financial first reported a position in XLE in Q1 2019 and held it in 5 quarters. The position peaked at $501K in Q1 2019. 815 funds tracked by Wall St. Rank hold XLE as of Q2 2020.

Lantz Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Lantz Financial sold 14,140 State Street Energy Select Sector SPDR ETF shares in Q2 2020, an estimated $205K.
Lantz Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and held it in 5 quarters.
Lantz Financial's State Street Energy Select Sector SPDR ETF position peaked at $501K in Q1 2019.
815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2020.

Based on Lantz Financial's 13F filing for Q2 2020, filed 22 Jul 2020.