Personal Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Personal Wealth 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
2021 Q3	–	Sell	-580	Closed	-$16K	–	404
2021 Q2	$16K	Buy	+580	New	+$15.1K	0.01%	231
2020 Q1	–	Sell	-760	Closed	-$23K	–	638
2019 Q4	$23K	Sell	760 -1,606	-68%	-$47.6K	0.01%	188
2019 Q3	$70K	Hold	2,366	–	–	0.03%	130
2019 Q2	$75K	Buy	+2,366	New	+$75.8K	0.04%	106

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Personal Wealth Partners's XLE Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 580 shares — an estimated $16K sold.

Personal Wealth Partners first reported a position in XLE in Q2 2019 and held it in 4 quarters. The position peaked at $75K in Q2 2019. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Personal Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 580 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $16K.
Personal Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $75K in Q2 2019.
1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.