Ruggie Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ruggie Capital Group’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
2019 Q1	–	Sell	-538	Closed	-$15K	–	483
2018 Q4	$15K	Buy	+538	New	+$18K	0.01%	280
2017 Q1	–	Sell	-800	Closed	-$30K	–	274
2016 Q4	$30K	Hold	800	–	–	0.03%	83
2016 Q3	$28K	Hold	800	–	–	0.03%	106
2016 Q2	$27K	Hold	800	–	–	0.02%	121
2016 Q1	$25K	Buy	+800	New	+$23.2K	0.03%	102
2015 Q4	–	Sell	-800	Closed	-$27K	–	200
2015 Q3	$27K	Sell	800 -28	-3%	-$944	0.03%	97
2015 Q2	$31K	Hold	828	–	–	0.03%	115
2015 Q1	$32K	Buy	828 +400	+93%	+$15.5K	0.04%	85
2014 Q4	$17K	Buy	+428	New	+$17.8K	0.02%	132

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

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

SGI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

Ruggie Capital Group's XLE Position: Q1 2019 in Review

Ruggie Capital Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 538 shares — an estimated $15K sold.

Ruggie Capital Group first reported a position in XLE in Q4 2014 and held it in 9 quarters. The position peaked at $32K in Q1 2015. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Ruggie Capital Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 538 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $15K.
Ruggie Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 9 quarters.
Ruggie Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $32K in Q1 2015.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.