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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return