Live Your Vision’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Live Your Vision’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
2019 Q1	$65K	Buy	1,916 +806	+73%	+$25.9K	0.02%	113
2018 Q4	$34K	Buy	1,110 +10	+0.9%	+$335	0.01%	131
2018 Q3	$42K	Sell	1,100 -1,132	-51%	-$42.4K	0.01%	125
2018 Q2	$85K	Buy	2,232 +1,148	+106%	+$42.7K	0.03%	102
2018 Q1	$40K	Buy	1,084 +8	+0.7%	+$283	0.01%	118
2017 Q4	$41K	Buy	1,076 +6	+0.6%	+$207	0.01%	116
2017 Q3	$37K	Buy	1,070 +14	+1%	+$455	0.01%	121
2017 Q2	$35K	Buy	1,056 +6	+0.6%	+$202	0.01%	119
2017 Q1	$37K	Buy	1,050 +8	+0.8%	+$289	0.01%	115
2016 Q4	$39K	Buy	1,042 +4	+0.4%	+$145	0.02%	117
2016 Q3	$37K	Buy	+1,038	New	+$35.6K	0.02%	115
2015 Q4	–	Sell	-1,412	Closed	-$43K	–	271
2015 Q3	$43K	Buy	+1,412	New	+$47.6K	0.02%	124

Other funds holding XLE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

Live Your Vision's XLE Position: Q1 2019 in Review

Live Your Vision increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 73% in Q1 2019, buying an estimated $25.9K and bringing the position to 1,916 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #113.

Live Your Vision first reported a position in XLE in Q3 2015 and has held it in 12 quarters since. The position peaked at $85K in Q2 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Live Your Vision held 1,916 shares of State Street Energy Select Sector SPDR ETF worth $65K as of Q1 2019.
Live Your Vision bought 806 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $25.9K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Live Your Vision's portfolio in Q1 2019, its #113 holding.
Live Your Vision first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's State Street Energy Select Sector SPDR ETF position peaked at $85K in Q2 2018.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.