Wealthspire Advisors (Maryland)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$3.23M	Buy	215,666 +201,608	+1,434%	+$3.58M	0.11%	90
2020 Q2	$266K	Sell	14,058 -2,646	-16%	-$49.2K	0.02%	362
2020 Q1	$243K	Buy	+16,704	New	+$396K	0.02%	347
2019 Q2	–	Sell	-4,418	Closed	-$146K	–	2079
2019 Q1	$146K	Buy	4,418 +1,220	+38%	+$39.2K	0.01%	524
2018 Q4	$92K	Sell	3,198 -1,498	-32%	-$50.1K	0.01%	635
2018 Q3	$178K	Sell	4,696 -504	-10%	-$18.9K	0.01%	494
2018 Q2	$197K	Sell	5,200 -246	-5%	-$9.14K	0.02%	471
2018 Q1	$184K	Sell	5,446 -11,430	-68%	-$405K	0.02%	503
2017 Q4	$610K	Sell	16,876 -12,950	-43%	-$446K	0.06%	221
2017 Q3	$1.02M	Buy	29,826 +4,594	+18%	+$149K	0.11%	127
2017 Q2	$819K	Buy	25,232 +23,532	+1,384%	+$791K	0.1%	141
2017 Q1	$59K	Hold	1,700	–	–	0.01%	764
2016 Q4	$64K	Sell	1,700 -1,050	-38%	-$38K	0.01%	711
2016 Q3	$97K	Buy	2,750 +1,050	+62%	+$36K	0.02%	578
2016 Q2	$58K	Hold	1,700	–	–	0.01%	702
2016 Q1	$53K	Hold	1,700	–	–	0.01%	689
2015 Q4	$51K	Buy	+1,700	New	+$56K	0.01%	711

Other funds holding XLE

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,434% in Q3 2020, buying an estimated $3.58M and bringing the position to 215,666 shares worth $3.23M. The position accounts for 0.11% of the portfolio, ranked #90.

Wealthspire Advisors (Maryland) first reported a position in XLE in Q4 2015 and has held it in 17 quarters since. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

Wealthspire Advisors (Maryland) held 215,666 shares of State Street Energy Select Sector SPDR ETF worth $3.23M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 201,608 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $3.58M.
State Street Energy Select Sector SPDR ETF made up 0.11% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #90 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 17 quarters since.
753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.