Private Vista’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Vista’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 Q1	–	Sell	-6,768	Closed	-$203K	–	166
2019 Q4	$203K	Sell	6,768 -1,038	-13%	-$30.8K	0.05%	143
2019 Q3	$231K	Hold	7,806	–	–	0.06%	133
2019 Q2	$249K	Sell	7,806 -1,144	-13%	-$36.6K	0.06%	136
2019 Q1	$295K	Buy	8,950 +1,338	+18%	+$43K	0.07%	124
2018 Q4	$218K	Sell	7,612 -660	-8%	-$22.1K	0.05%	137
2018 Q3	$313K	Buy	8,272 +34	+0.4%	+$1.27K	0.06%	119
2018 Q2	$313K	Buy	8,238 +806	+11%	+$29.9K	0.07%	112
2018 Q1	$250K	Buy	+7,432	New	+$263K	0.07%	116

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

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

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

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

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

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

SGI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Private Vista's XLE Position: Q1 2020 in Review

Private Vista sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 6,768 shares — an estimated $203K sold.

Private Vista first reported a position in XLE in Q1 2018 and held it in 8 quarters. The position peaked at $313K in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Private Vista reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Private Vista sold 6,768 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $203K.
Private Vista first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 8 quarters.
Private Vista's State Street Energy Select Sector SPDR ETF position peaked at $313K in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.