Madden Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madden Advisory 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	-10,442	Closed	-$313K	–	90
2019 Q4	$313K	Sell	10,442 -29,784	-74%	-$883K	0.2%	62
2019 Q3	$1.19M	Sell	40,226 -22,328	-36%	-$675K	0.85%	36
2019 Q2	$1.99M	Sell	62,554 -12,890	-17%	-$413K	1.24%	27
2019 Q1	$2.49M	Buy	75,444 +904	+1%	+$29K	1.34%	28
2018 Q4	$2.14M	Sell	74,540 -47,400	-39%	-$1.59M	1.29%	29
2018 Q3	$4.62M	Buy	121,940 +4,122	+3%	+$155K	2.79%	13
2018 Q2	$4.47M	Buy	117,818 +2,526	+2%	+$93.9K	2.84%	12
2018 Q1	$3.88M	Buy	115,292 +3,832	+3%	+$136K	2.36%	14
2017 Q4	$4.03M	Sell	111,460 -6,470	-5%	-$223K	2.43%	13
2017 Q3	$4.04M	Buy	117,930 +1,662	+1%	+$54.1K	2.55%	13
2017 Q2	$3.77M	Sell	116,268 -3,912	-3%	-$131K	2.49%	13
2017 Q1	$4.2M	Buy	120,180 +312	+0.3%	+$11.3K	2.71%	10
2016 Q4	$4.51M	Sell	119,868 -12,510	-9%	-$452K	3.06%	10
2016 Q3	$4.67M	Buy	132,378 +1,788	+1%	+$61.3K	2.87%	8
2016 Q2	$4.46M	Buy	130,590 +10,338	+9%	+$341K	2.75%	7
2016 Q1	$3.72M	Buy	120,252 +1,214	+1%	+$35.2K	2.42%	13
2015 Q4	$3.59M	Buy	119,038 +33,750	+40%	+$1.11M	2.36%	15
2015 Q3	$2.61M	Buy	85,288 +1,790	+2%	+$60.3K	1.71%	17
2015 Q2	$3.14M	Buy	83,498 +11,062	+15%	+$439K	1.88%	16
2015 Q1	$2.81M	Sell	72,436 -200	-0.3%	-$7.75K	1.7%	18
2014 Q4	$2.88M	Sell	72,636 -178	-0.2%	-$7.4K	1.64%	15
2014 Q3	$3.3M	Buy	72,814 +16,372	+29%	+$793K	1.71%	16
2014 Q2	$2.83M	Buy	56,442 +4,790	+9%	+$227K	1.44%	18
2014 Q1	$2.3M	Sell	51,652 -4,976	-9%	-$215K	1.26%	21
2013 Q4	$2.51M	Buy	56,628 +1,370	+2%	+$59K	1.88%	13
2013 Q3	$2.29M	Buy	55,258 +814	+1%	+$33.5K	2%	16
2013 Q2	$2.13M	Buy	+54,444	New	+$2.16M	1.75%	14

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

Madden Advisory Services's XLE Position: Q1 2020 in Review

Madden Advisory Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 10,442 shares — an estimated $313K sold.

Madden Advisory Services first reported a position in XLE in Q2 2013 and held it in 27 quarters. The position peaked at $4.67M in Q3 2016. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Madden Advisory Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 10,442 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $313K.
Madden Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
Madden Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $4.67M in Q3 2016.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.