MainStreet Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MainStreet Investment Advisors’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	-9,858	Closed	-$295K	–	277
2019 Q4	$295K	Buy	9,858 +1,738	+21%	+$51.5K	0.03%	161
2019 Q3	$240K	Sell	8,120 -1,800	-18%	-$54.4K	0.03%	154
2019 Q2	$316K	Buy	+9,920	New	+$318K	0.04%	141
2019 Q1	–	Sell	-11,430	Closed	-$328K	–	163
2018 Q4	$328K	Buy	11,430 +2,150	+23%	+$71.9K	0.05%	122
2018 Q3	$351K	Sell	9,280 -420	-4%	-$15.7K	0.05%	133
2018 Q2	$368K	Buy	+9,700	New	+$360K	0.05%	122

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

MainStreet Investment Advisors's XLE Position: Q1 2020 in Review

MainStreet Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 9,858 shares — an estimated $295K sold.

MainStreet Investment Advisors first reported a position in XLE in Q2 2018 and held it in 6 quarters. The position peaked at $368K in Q2 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

MainStreet Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
MainStreet Investment Advisors sold 9,858 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $295K.
MainStreet Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 6 quarters.
MainStreet Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $368K in Q2 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on MainStreet Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.