Longer Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Longer Investments’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
2017 Q3	–	Sell	-65,620	Closed	-$2.13M	–	41
2017 Q2	$2.13M	Buy	+65,620	New	+$2.21M	1.86%	19
2016 Q1	–	Sell	-102,130	Closed	-$3.08M	–	57
2015 Q4	$3.08M	Buy	+102,130	New	+$3.36M	2.71%	9
2015 Q2	–	Sell	-116,230	Closed	-$4.51M	–	48
2015 Q1	$4.51M	Buy	+116,230	New	+$4.5M	3.44%	8

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Longer Investments's XLE Position: Q3 2017 in Review

Longer Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 65,620 shares — an estimated $2.13M sold.

Longer Investments first reported a position in XLE in Q1 2015 and held it in 3 quarters. The position peaked at $4.51M in Q1 2015. 725 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

Longer Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Longer Investments sold 65,620 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $2.13M.
Longer Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 3 quarters.
Longer Investments's State Street Energy Select Sector SPDR ETF position peaked at $4.51M in Q1 2015.
725 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Longer Investments's 13F filing for Q3 2017, filed 24 Oct 2017.