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

RGT 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
2022 Q1	–	Sell	-1,250	Closed	-$35K	–	335
2021 Q4	$35K	Buy	+1,250	New	+$35.3K	0.01%	161
2019 Q3	–	Sell	-7,400	Closed	-$236K	–	39
2019 Q2	$236K	Buy	+7,400	New	+$237K	0.74%	28
2018 Q4	–	Sell	-23,000	Closed	-$871K	–	38
2018 Q3	$871K	Sell	23,000 -448	-2%	-$16.8K	2.95%	9
2018 Q2	$890K	Buy	23,448 +448	+2%	+$16.6K	2.86%	7
2018 Q1	$775K	Hold	23,000	–	–	0.37%	31
2017 Q4	$831K	Sell	23,000 -15,000	-39%	-$516K	0.45%	31
2017 Q3	$1.3M	Hold	38,000	–	–	0.87%	21
2017 Q2	$1.23M	Sell	38,000 -22,000	-37%	-$739K	0.84%	20
2017 Q1	$2.1M	Buy	+60,000	New	+$2.17M	1.42%	14

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RGT Wealth Advisors's XLE Position: Q1 2022 in Review

RGT Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 1,250 shares — an estimated $35K sold.

RGT Wealth Advisors first reported a position in XLE in Q1 2017 and held it in 9 quarters. The position peaked at $2.1M in Q1 2017. 1,546 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

RGT Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,250 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $35K.
RGT Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 9 quarters.
RGT Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.1M in Q1 2017.
1,546 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.