Viridian RIA’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Viridian RIA’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
2018 Q4	–	Sell	-213,688	Closed	-$8.09M	–	59
2018 Q3	$8.09M	Buy	+213,688	New	+$8.01M	3.57%	9

Other funds holding XLE

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Viridian RIA's XLE Position: Q4 2018 in Review

Viridian RIA sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 213,688 shares — an estimated $8.09M sold.

Viridian RIA first reported a position in XLE in Q3 2018 and held it in 1 quarter. The position peaked at $8.09M in Q3 2018. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Viridian RIA reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Viridian RIA sold 213,688 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $8.09M.
Viridian RIA first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Viridian RIA's State Street Energy Select Sector SPDR ETF position peaked at $8.09M in Q3 2018.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Viridian RIA's 13F filing for Q4 2018, filed 22 Jan 2019.