Lucia Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lucia Wealth Services’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 Q1	–	Sell	-2,160	Closed	-$65K	–	212
2019 Q4	$65K	Hold	2,160	–	–	0.02%	146
2019 Q3	$64K	Hold	2,160	–	–	0.02%	128
2019 Q2	$69K	Hold	2,160	–	–	0.02%	135
2019 Q1	$71K	Buy	2,160 +540	+33%	+$17.3K	0.02%	152
2018 Q4	$46K	Sell	1,620 -540	-25%	-$18.1K	0.02%	146
2018 Q3	$82K	Hold	2,160	–	–	0.03%	169
2018 Q2	$82K	Buy	2,160 +800	+59%	+$29.7K	0.04%	147
2018 Q1	$46K	Buy	+1,360	New	+$48.1K	0.01%	148

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SGI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Lucia Wealth Services's XLE Position: Q1 2020 in Review

Lucia Wealth Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 2,160 shares — an estimated $65K sold.

Lucia Wealth Services first reported a position in XLE in Q1 2018 and held it in 8 quarters. The position peaked at $82K in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Lucia Wealth Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 2,160 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $65K.
Lucia Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 8 quarters.
Lucia Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $82K in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.