Stearns Financial Services Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stearns Financial Services 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
2020 Q2	–	Sell	-600	Closed	-$9K	–	230
2020 Q1	$9K	Buy	+600	New	+$14.2K	﹤0.01%	191

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

PPFA

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stearns Financial Services Group's XLE Position: Q3 2020 in Review

Stearns Financial Services Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.7% in Q3 2020, buying an estimated $21.9K and bringing the position to 177,700 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #28.

Stearns Financial Services Group first reported a position in XLE in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2018. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

Stearns Financial Services Group held 177,700 shares of State Street Energy Select Sector SPDR ETF worth $2.66M as of Q3 2020.
Stearns Financial Services Group bought 1,234 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $21.9K.
State Street Energy Select Sector SPDR ETF made up 0.42% of Stearns Financial Services Group's portfolio in Q3 2020, its #28 holding.
Stearns Financial Services Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
Stearns Financial Services Group's State Street Energy Select Sector SPDR ETF position peaked at $13.3M in Q3 2018.
753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.