Meridian Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-4,220	Closed	-$104K	–	1297
2021 Q1	$104K	Hold	4,220	–	–	0.03%	109
2020 Q4	$80K	Hold	4,220	–	–	0.03%	108
2020 Q3	$63K	Hold	4,220	–	–	0.03%	116
2020 Q2	$80K	Sell	4,220 -1,552	-27%	-$28.9K	0.04%	101
2020 Q1	$84K	Buy	5,772 +2,022	+54%	+$48K	0.05%	94
2019 Q4	$113K	Buy	+3,750	New	+$111K	0.07%	83

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Meridian Wealth Partners's XLE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 4,220 shares — an estimated $104K sold.

Meridian Wealth Partners first reported a position in XLE in Q4 2019 and held it in 6 quarters. The position peaked at $113K in Q4 2019. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

Meridian Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 4,220 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $104K.
Meridian Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $113K in Q4 2019.
1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.