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PCA
Personal Capital Advisors’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
Personal Capital Advisors’s Portfolio
XLE Stock Details
XLE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$968K
Sell
22,140
-854
-4%
-$37.2K
﹤0.01%
239
2022
Q3
$828K
Buy
22,994
+540
+2%
+$20.4K
﹤0.01%
245
2022
Q2
$803K
Buy
22,454
+1,000
+5%
+$40.1K
﹤0.01%
245
2022
Q1
$820K
Sell
21,454
-7,940
-27%
-$275K
﹤0.01%
262
2021
Q4
$814K
Sell
29,394
-5,250
-15%
-$148K
﹤0.01%
276
2021
Q3
$902K
Sell
34,644
-1,892
-5%
-$46.9K
﹤0.01%
258
2021
Q2
$984K
Sell
36,536
-8,374
-19%
-$218K
0.01%
254
2021
Q1
$1.1M
Buy
44,910
+2,958
+7%
+$68.2K
0.01%
251
2020
Q4
$795K
Sell
41,952
-867,974
-95%
-$15M
0.01%
263
2020
Q3
$13.6M
Buy
909,926
+877,526
+2,708%
+$15.6M
0.1%
121
2020
Q2
$613K
Buy
32,400
+27,600
+575%
+$513K
0.01%
243
2020
Q1
$15.3M
Buy
+4,800
New
+$114K
0.15%
113
Other funds holding XLE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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