Squar Milner Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-224	Closed	-$3K	–	740
2020 Q1	$3K	Hold	224	–	–	﹤0.01%	652
2019 Q4	$6K	Buy	+224	New	+$6.64K	﹤0.01%	629
2019 Q3	–	Sell	-328	Closed	-$10K	–	734
2019 Q2	$10K	Hold	328	–	–	0.01%	527
2019 Q1	$10K	Hold	328	–	–	0.01%	532
2018 Q4	$9K	Buy	328 +104	+46%	+$3.48K	0.01%	491
2018 Q3	$8K	Sell	224 -94	-30%	-$3.52K	0.01%	546
2018 Q2	$12K	Buy	+318	New	+$11.8K	0.01%	556

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Squar Milner Financial Services's XLE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2020, closing a stake of 224 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in XLE in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2018. 815 funds tracked by Wall St. Rank hold XLE as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 224 State Street Energy Select Sector SPDR ETF shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $12K in Q2 2018.
815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.