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Plotkin Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Plotkin Financial Advisors’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
-65,100
Closed -$1.75M – 105
2021
Q2 		$1.75M Buy
+65,100
New +$1.69M 0.97% 27

Other funds holding XLE

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
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

Plotkin Financial Advisors's XLE Position: Q3 2021 in Review

Plotkin Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 65,100 shares — an estimated $1.75M sold.

Plotkin Financial Advisors first reported a position in XLE in Q2 2021 and held it in 1 quarter. The position peaked at $1.75M in Q2 2021. 1,228 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

  • Plotkin Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 65,100 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $1.75M.
  • Plotkin Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
  • Plotkin Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.75M in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Plotkin Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2024.