Regent Peak Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-2,866	Closed	-$54K	–	1022
2020 Q4	$54K	Buy	+2,866	New	+$49.4K	0.02%	300

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's XLE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2021, closing a stake of 2,866 shares — an estimated $54K sold.

Regent Peak Wealth Advisors first reported a position in XLE in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 1,144 funds tracked by Wall St. Rank hold XLE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,866 State Street Energy Select Sector SPDR ETF shares in Q1 2021, an estimated $54K.
Regent Peak Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $54K in Q4 2020.
1,144 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.