New Potomac Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

New Potomac 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
2020 Q3	–	Sell	-1,000	Closed	-$19K	–	134
2020 Q2	$19K	Buy	+1,000	New	+$18.6K	0.02%	111
2020 Q1	–	Sell	-6,500	Closed	-$195K	–	143
2019 Q4	$195K	Hold	6,500	–	–	0.18%	67
2019 Q3	$192K	Sell	6,500 -1,000	-13%	-$30.2K	0.19%	63
2019 Q2	$239K	Hold	7,500	–	–	0.24%	58
2019 Q1	$248K	Sell	7,500 -5,500	-42%	-$177K	0.25%	59
2018 Q4	$373K	Buy	13,000 +11,000	+550%	+$368K	0.4%	55
2018 Q3	$76K	Hold	2,000	–	–	0.07%	91
2018 Q2	$76K	Hold	2,000	–	–	0.07%	91
2018 Q1	$67K	Sell	2,000 -100	-5%	-$3.54K	0.07%	94
2017 Q4	$76K	Buy	+2,100	New	+$72.3K	0.07%	87

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New Potomac Partners's XLE Position: Q3 2020 in Review

New Potomac Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2020, closing a stake of 1,000 shares — an estimated $19K sold.

New Potomac Partners first reported a position in XLE in Q4 2017 and held it in 10 quarters. The position peaked at $373K in Q4 2018. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

New Potomac Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
New Potomac Partners sold 1,000 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $19K.
New Potomac Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
New Potomac Partners's State Street Energy Select Sector SPDR ETF position peaked at $373K in Q4 2018.
753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on New Potomac Partners's 13F filing for Q3 2020, filed 23 Oct 2020.