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Legacy Wealth Partners (California)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Wealth Partners (California)’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 		– Sell
-59,024
Closed -$1.12M – 110
2020
Q2 		$1.12M Buy
+59,024
New +$1.1M 0.84% 27

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Wealth Partners (California)'s XLE Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2020, closing a stake of 59,024 shares — an estimated $1.12M sold.

Legacy Wealth Partners (California) first reported a position in XLE in Q2 2020 and held it in 1 quarter. The position peaked at $1.12M in Q2 2020. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 59,024 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $1.12M.
  • Legacy Wealth Partners (California) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s State Street Energy Select Sector SPDR ETF position peaked at $1.12M in Q2 2020.
  • 753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.