Private Wealth Advisors (Pennsylvania)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	-13,910	Closed	-$385K	–	125
2019 Q4	$385K	Sell	13,910 -9,854	-41%	-$292K	0.21%	92
2019 Q3	$703K	Sell	23,764 -26,362	-53%	-$797K	0.36%	70
2019 Q2	$1.6M	Buy	50,126 +578	+1%	+$18.5K	0.57%	50
2019 Q1	$1.64M	Buy	49,548 +396	+0.8%	+$12.7K	0.61%	48
2018 Q4	$1.41M	Sell	49,152 -3,216	-6%	-$108K	0.61%	48
2018 Q3	$1.98M	Sell	52,368 -438	-0.8%	-$16.4K	0.73%	42
2018 Q2	$2M	Sell	52,806 -306	-0.6%	-$11.4K	0.8%	39
2018 Q1	$1.79M	Buy	53,112 +184	+0.3%	+$6.51K	0.72%	41
2017 Q4	$1.91M	Sell	52,928 -496	-0.9%	-$17.1K	0.74%	42
2017 Q3	$1.83M	Buy	53,424 +320	+0.6%	+$10.4K	0.75%	44
2017 Q2	$1.72M	Buy	53,104 +4,690	+10%	+$158K	0.74%	40
2017 Q1	$1.69M	Buy	48,414 +1,770	+4%	+$64K	0.76%	42
2016 Q4	$1.76M	Buy	46,644 +2,012	+5%	+$72.8K	0.82%	42
2016 Q3	$1.58M	Buy	44,632 +534	+1%	+$18.3K	0.75%	42
2016 Q2	$1.5M	Buy	44,098 +1,072	+2%	+$35.4K	0.74%	43
2016 Q1	$1.33M	Buy	43,026 +1,690	+4%	+$49K	0.71%	46
2015 Q4	$1.25M	Buy	41,336 +28,062	+211%	+$924K	0.7%	47
2015 Q3	$406K	Buy	13,274 +688	+5%	+$23.2K	0.2%	102
2015 Q2	$473K	Buy	12,586 +2,502	+25%	+$99.3K	0.21%	97
2015 Q1	$391K	Buy	10,084 +2,012	+25%	+$77.9K	0.18%	100
2014 Q4	$320K	Buy	8,072 +2,472	+44%	+$103K	0.15%	101
2014 Q3	$254K	Buy	5,600 +912	+19%	+$44.2K	0.13%	110
2014 Q2	$235K	Buy	+4,688	New	+$222K	0.12%	115

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 Wealth Advisors (Pennsylvania)'s XLE Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 13,910 shares — an estimated $385K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in XLE in Q2 2014 and held it in 23 quarters. The position peaked at $2M in Q2 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Private Wealth Advisors (Pennsylvania) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 13,910 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $385K.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 23 quarters.
Private Wealth Advisors (Pennsylvania)'s State Street Energy Select Sector SPDR ETF position peaked at $2M in Q2 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.