Torch Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Torch Wealth Management’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 Q4	$623K	Buy	20,760 +1,030	+5%	+$30.5K	0.34%	68
2019 Q3	$584K	Sell	19,730 -7,020	-26%	-$212K	0.35%	67
2019 Q2	$852K	Sell	26,750 -1,000	-4%	-$32K	0.51%	60
2019 Q1	$917K	Sell	27,750 -800	-3%	-$25.7K	0.57%	58
2018 Q4	$819K	Sell	28,550 -2,200	-7%	-$73.6K	0.59%	54
2018 Q3	$1.17M	Sell	30,750 -100	-0.3%	-$3.75K	0.7%	55
2018 Q2	$1.17M	Sell	30,850 -1,500	-5%	-$55.7K	0.74%	53
2018 Q1	$1.09M	Buy	32,350 +50	+0.2%	+$1.77K	0.71%	54
2017 Q4	$1.17M	Sell	32,300 -100	-0.3%	-$3.44K	0.71%	53
2017 Q3	$1.11M	Sell	32,400 -164	-0.5%	-$5.33K	0.73%	53
2017 Q2	$1.06M	Buy	32,564 +2,650	+9%	+$89.1K	0.73%	50
2017 Q1	$1.04M	Buy	29,914 +750	+3%	+$27.1K	0.7%	52
2016 Q4	$1.1M	Hold	29,164	–	–	0.77%	50
2016 Q3	$1.03M	Sell	29,164 -50	-0.2%	-$1.71K	0.75%	51
2016 Q2	$997K	Buy	29,214 +80	+0.3%	+$2.64K	0.73%	53
2016 Q1	$902K	Hold	29,134	–	–	0.68%	54
2015 Q4	$879K	Hold	29,134	–	–	0.64%	53
2015 Q3	$892K	Sell	29,134 -186	-0.6%	-$6.27K	0.69%	54
2015 Q2	$1.1M	Buy	29,320 +600	+2%	+$23.8K	0.76%	50
2015 Q1	$1.11M	Sell	28,720 -80	-0.3%	-$3.1K	0.86%	45
2014 Q4	$1.14M	Sell	28,800 -7,200	-20%	-$299K	0.87%	44
2014 Q3	$1.63M	Buy	36,000 +150	+0.4%	+$7.26K	1.2%	32
2014 Q2	$1.79M	Hold	35,850	–	–	1.22%	29
2014 Q1	$1.6M	Buy	35,850 +2,000	+6%	+$86.3K	1.16%	30
2013 Q4	$1.5M	Buy	+33,850	New	+$1.46M	1.14%	28

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Torch Wealth Management's XLE Position: Q4 2019 in Review

Torch Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.2% in Q4 2019, buying an estimated $30.5K and bringing the position to 20,760 shares worth $623K. The position accounts for 0.34% of the portfolio, ranked #68.

Torch Wealth Management first reported a position in XLE in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.79M in Q2 2014. 892 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Torch Wealth Management held 20,760 shares of State Street Energy Select Sector SPDR ETF worth $623K as of Q4 2019.
Torch Wealth Management bought 1,030 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $30.5K.
State Street Energy Select Sector SPDR ETF made up 0.34% of Torch Wealth Management's portfolio in Q4 2019, its #68 holding.
Torch Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
Torch Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.79M in Q2 2014.
892 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.