NEXT Financial Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$531K	Buy	+16,080	New	+$517K	0.13%	105

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

NEXT Financial Holdings's XLE Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019: 16,080 shares worth $531K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings.

870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

NEXT Financial Holdings held 16,080 shares of State Street Energy Select Sector SPDR ETF worth $531K as of Q1 2019.
State Street Energy Select Sector SPDR ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street Energy Select Sector SPDR ETF made up 0.13% of NEXT Financial Holdings's portfolio in Q1 2019, its #105 holding.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.