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

LifePlan Financial 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	$53K	Sell	3,508 -2,284	-39%	-$40.6K	0.02%	241
2020 Q2	$110K	Hold	5,792	–	–	0.05%	172
2020 Q1	$84K	Buy	5,792 +2,010	+53%	+$47.7K	0.05%	178
2019 Q4	$114K	Hold	3,782	–	–	0.05%	172
2019 Q3	$112K	Hold	3,782	–	–	0.05%	169
2019 Q2	$120K	Sell	3,782 -1,484	-28%	-$47.5K	0.06%	165
2019 Q1	$174K	Sell	5,266 -5,442	-51%	-$175K	0.09%	139
2018 Q4	$307K	Sell	10,708 -2,000	-16%	-$66.9K	0.19%	88
2018 Q3	$481K	Hold	12,708	–	–	0.26%	65
2018 Q2	$483K	Hold	12,708	–	–	0.27%	62
2018 Q1	$428K	Sell	12,708 -536	-4%	-$19K	0.25%	68
2017 Q4	$453K	Hold	13,244	–	–	0.29%	66
2017 Q3	$453K	Sell	13,244 -1,184	-8%	-$38.5K	0.29%	66
2017 Q2	$468K	Sell	14,428 -6,580	-31%	-$221K	0.32%	65
2017 Q1	$734K	Sell	21,008 -28,146	-57%	-$1.02M	0.51%	44
2016 Q4	$1.85M	Sell	49,154 -37,922	-44%	-$1.37M	1.3%	27
2016 Q3	$3.07M	Buy	87,076 +23,490	+37%	+$805K	2.11%	15
2016 Q2	$2.17M	Sell	63,586 -1,580	-2%	-$52.1K	1.49%	27
2016 Q1	$2.02M	Buy	+65,166	New	+$1.89M	1.43%	27
2014 Q2	–	Sell	-1,472	Closed	-$66K	–	227
2014 Q1	$66K	Hold	1,472	–	–	0.05%	107
2013 Q4	$65K	Hold	1,472	–	–	0.04%	101
2013 Q3	$61K	Hold	1,472	–	–	0.05%	99
2013 Q2	$58K	Buy	+1,472	New	+$58.3K	0.06%	73

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

LifePlan Financial Group's XLE Position: Q3 2020 in Review

LifePlan Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 39% in Q3 2020, selling an estimated $40.6K and leaving 3,508 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #241.

LifePlan Financial Group first reported a position in XLE in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.07M in Q3 2016. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

LifePlan Financial Group held 3,508 shares of State Street Energy Select Sector SPDR ETF worth $53K as of Q3 2020.
LifePlan Financial Group sold 2,284 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $40.6K.
State Street Energy Select Sector SPDR ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #241 holding.
LifePlan Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 23 quarters since.
LifePlan Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $3.07M in Q3 2016.
753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.