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Morningstar Investment Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-24,786
Closed -$374K – 220
2020
Q3 		$374K Buy
+24,786
New +$440K 0.01% 173

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morningstar Investment Services's XLE Position: Q4 2020 in Review

Morningstar Investment Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2020, closing a stake of 24,786 shares — an estimated $374K sold.

Morningstar Investment Services first reported a position in XLE in Q3 2020 and held it in 1 quarter. The position peaked at $374K in Q3 2020. 971 funds tracked by Wall St. Rank hold XLE as of Q4 2020.

  • Morningstar Investment Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 24,786 State Street Energy Select Sector SPDR ETF shares in Q4 2020, an estimated $374K.
  • Morningstar Investment Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Morningstar Investment Services's State Street Energy Select Sector SPDR ETF position peaked at $374K in Q3 2020.
  • 971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2020.

Based on Morningstar Investment Services's 13F filing for Q4 2020, filed 11 Feb 2021.