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Sterling Global Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sterling Global Strategies’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
-300
Closed -$8.6K – 199
2018
Q4 		$8.6K Buy
+300
New +$10K 0.04% 155

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
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sterling Global Strategies's XLE Position: Q1 2019 in Review

Sterling Global Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 300 shares — an estimated $8.6K sold.

Sterling Global Strategies first reported a position in XLE in Q4 2018 and held it in 1 quarter. The position peaked at $8.6K in Q4 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

  • Sterling Global Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 300 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $8.6K.
  • Sterling Global Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Sterling Global Strategies's State Street Energy Select Sector SPDR ETF position peaked at $8.6K in Q4 2018.
  • 870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.