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Sittner & Nelson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sittner & Nelson’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
-60
Closed -$1K – 451
2020
Q4 		$1K Buy
+60
New +$1.03K ﹤0.01% 413

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sittner & Nelson's XLE Position: Q1 2021 in Review

Sittner & Nelson sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

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

  • Sittner & Nelson reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Sittner & Nelson sold 60 State Street Energy Select Sector SPDR ETF shares in Q1 2021, an estimated $1K.
  • Sittner & Nelson first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Sittner & Nelson's State Street Energy Select Sector SPDR ETF position peaked at $1K 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 Sittner & Nelson's 13F filing for Q1 2021, filed 6 May 2021.