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XLE icon

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

WealthOne’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
2021
Q3 		– Sell
-10,078
Closed -$271K – 145
2021
Q2 		$271K Buy
10,078
+1,042
+12% +$27.1K 0.11% 104
2021
Q1 		$222K Buy
+9,036
New +$208K 0.1% 112
2020
Q3 		– Sell
-20,170
Closed -$382K – 110
2020
Q2 		$382K Sell
20,170
-4,230
-17% -$78.7K 0.23% 55
2020
Q1 		$355K Sell
24,400
-22,244
-48% -$528K 0.27% 55
2019
Q4 		$1.4M Sell
46,644
-3,510
-7% -$104K 0.87% 19
2019
Q3 		$1.49M Sell
50,154
-2,702
-5% -$81.7K 1.06% 18
2019
Q2 		$1.68M Buy
+52,856
New +$1.69M 1.19% 15
2019
Q1 		– Sell
-8,766
Closed -$252K – 581
2018
Q4 		$252K Buy
+8,766
New +$293K 0.22% 60

Other funds holding XLE

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return