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

Reilly 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 Q4	$2K	Buy	90 +70	+350%	+$1.98K	﹤0.01%	1019
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	908
2021 Q2	$1K	Sell	20 -1,512	-99%	-$39.3K	﹤0.01%	977
2021 Q1	$38K	Buy	1,532 +1,084	+242%	+$25K	﹤0.01%	414
2020 Q4	$8K	Hold	448	–	–	﹤0.01%	662
2020 Q3	$7K	Hold	448	–	–	﹤0.01%	636
2020 Q2	$8K	Hold	448	–	–	﹤0.01%	645
2020 Q1	$7K	Hold	448	–	–	﹤0.01%	628
2019 Q4	$13K	Hold	448	–	–	﹤0.01%	594
2019 Q3	$13K	Hold	448	–	–	﹤0.01%	596
2019 Q2	$14K	Hold	448	–	–	﹤0.01%	610
2019 Q1	$15K	Hold	448	–	–	﹤0.01%	597
2018 Q4	$13K	Hold	448	–	–	﹤0.01%	598
2018 Q3	$17K	Hold	448	–	–	﹤0.01%	598
2018 Q2	$17K	Sell	448 -712	-61%	-$26.5K	﹤0.01%	557
2018 Q1	$39K	Buy	1,160 +548	+90%	+$19.4K	0.01%	337
2017 Q4	$22K	Sell	612 -44	-7%	-$1.51K	﹤0.01%	497
2017 Q3	$22K	Buy	656 +44	+7%	+$1.43K	﹤0.01%	477
2017 Q2	$20K	Hold	612	–	–	﹤0.01%	504
2017 Q1	$21K	Buy	612 +192	+46%	+$6.94K	﹤0.01%	473
2016 Q4	$16K	Hold	420	–	–	﹤0.01%	487
2016 Q3	$15K	Hold	420	–	–	﹤0.01%	450
2016 Q2	$14K	Sell	420 -232	-36%	-$7.66K	﹤0.01%	444
2016 Q1	$20K	Buy	652 +252	+63%	+$7.31K	﹤0.01%	606
2015 Q4	$12K	Hold	400	–	–	﹤0.01%	729
2015 Q3	$12K	Hold	400	–	–	﹤0.01%	741
2015 Q2	$15K	Sell	400 -130	-25%	-$5.16K	﹤0.01%	755
2015 Q1	$21K	Buy	+530	New	+$20.5K	﹤0.01%	659
2014 Q2	–	Sell	-956	Closed	-$43K	–	896
2014 Q1	$43K	Sell	956 -564	-37%	-$24.3K	0.01%	296
2013 Q4	$67K	Buy	1,520 +564	+59%	+$24.3K	0.02%	215
2013 Q3	$40K	Hold	956	–	–	0.01%	249
2013 Q2	$38K	Buy	+956	New	+$37.9K	0.01%	262

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

Reilly Financial Advisors's XLE Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 350% in Q4 2021, buying an estimated $1.98K and bringing the position to 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Reilly Financial Advisors first reported a position in XLE in Q2 2013 and has held it in 32 quarters since. The position peaked at $67K in Q4 2013. 1,383 funds tracked by Wall St. Rank hold XLE as of Q4 2021.

Reilly Financial Advisors held 90 shares of State Street Energy Select Sector SPDR ETF worth $2K as of Q4 2021.
Reilly Financial Advisors bought 70 State Street Energy Select Sector SPDR ETF shares in Q4 2021, an estimated $1.98K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1019 holding.
Reilly Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
Reilly Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $67K in Q4 2013.
1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.