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Strategic Point Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Strategic Point Investment 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
2013
Q3 		– Sell
-154,520
Closed -$6.05M – 11
2013
Q2 		$6.05M Buy
+154,520
New +$6.12M 3.53% 8

Other funds holding XLE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Point Investment Advisors's XLE Position: Q3 2013 in Review

Strategic Point Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2013, closing a stake of 154,520 shares — an estimated $6.05M sold.

Strategic Point Investment Advisors first reported a position in XLE in Q2 2013 and held it in 1 quarter. The position peaked at $6.05M in Q2 2013. 398 funds tracked by Wall St. Rank hold XLE as of Q3 2013.

  • Strategic Point Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 154,520 State Street Energy Select Sector SPDR ETF shares in Q3 2013, an estimated $6.05M.
  • Strategic Point Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Strategic Point Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.05M in Q2 2013.
  • 398 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2013.

Based on Strategic Point Investment Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.