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

Sound View 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
2019 Q1	$203K	Sell	6,150 -1,770	-22%	-$56.9K	0.06%	242
2018 Q4	$227K	Buy	+7,920	New	+$265K	0.08%	210

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

Sound View Wealth Advisors's XLE Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2019, selling an estimated $56.9K and leaving 6,150 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #242.

Sound View Wealth Advisors first reported a position in XLE in Q4 2018 and has held it in 2 quarters since. The position peaked at $227K in Q4 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Sound View Wealth Advisors held 6,150 shares of State Street Energy Select Sector SPDR ETF worth $203K as of Q1 2019.
Sound View Wealth Advisors sold 1,770 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $56.9K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #242 holding.
Sound View Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $227K in Q4 2018.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.