Vickerman & Driscoll Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$782K	Sell	53,824 -107,342	-67%	-$2.55M	0.48%	46
2019 Q4	$4.84M	Buy	161,166 +10,152	+7%	+$301K	2.44%	16
2019 Q3	$4.47M	Buy	151,014 +406	+0.3%	+$12.3K	2.45%	13
2019 Q2	$4.8M	Sell	150,608 -31,338	-17%	-$1M	2.66%	12
2019 Q1	$6.01M	Buy	181,946 +8,046	+5%	+$258K	3.39%	8
2018 Q4	$4.99M	Sell	173,900 -5,798	-3%	-$194K	3.88%	7
2018 Q3	$6.8M	Sell	179,698 -33,804	-16%	-$1.27M	4.75%	7
2018 Q2	$8.11M	Buy	213,502 +37,970	+22%	+$1.41M	5.92%	3
2018 Q1	$5.92M	Buy	175,532 +42,242	+32%	+$1.5M	4.37%	6
2017 Q4	$4.82M	Buy	+133,290	New	+$4.59M	3.78%	6

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

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

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

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

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

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

SGI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLE Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 67% in Q1 2020, selling an estimated $2.55M and leaving 53,824 shares worth $782K. The position accounts for 0.48% of the portfolio, ranked #46.

Vickerman & Driscoll Financial Advisors first reported a position in XLE in Q4 2017 and has held it in 10 quarters since. The position peaked at $8.11M in Q2 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 53,824 shares of State Street Energy Select Sector SPDR ETF worth $782K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 107,342 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $2.55M.
State Street Energy Select Sector SPDR ETF made up 0.48% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #46 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $8.11M in Q2 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.