YorkBridge Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-10,488	Closed	-$315K	–	185
2019 Q4	$315K	Buy	10,488 +654	+7%	+$19.4K	0.14%	139
2019 Q3	$291K	Buy	9,834 +9,214	+1,486%	+$279K	0.15%	137
2019 Q2	$20K	Buy	620 +60	+11%	+$1.92K	0.01%	477
2019 Q1	$19K	Hold	560	–	–	0.01%	475
2018 Q4	$16K	Hold	560	–	–	0.01%	510
2018 Q3	$22K	Sell	560 -500	-47%	-$18.7K	0.01%	503
2018 Q2	$40K	Hold	1,060	–	–	0.02%	388
2018 Q1	$37K	Hold	1,060	–	–	0.02%	402
2017 Q4	$37K	Sell	1,060 -80	-7%	-$2.75K	0.02%	404
2017 Q3	$39K	Buy	1,140 +400	+54%	+$13K	0.02%	407
2017 Q2	$24K	Sell	740 -1,150	-61%	-$38.6K	0.01%	469
2017 Q1	$64K	Sell	1,890 -594	-24%	-$21.5K	0.03%	338
2016 Q4	$90K	Buy	+2,484	New	+$89.8K	0.05%	254

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

YorkBridge Wealth Partners's XLE Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 10,488 shares — an estimated $315K sold.

YorkBridge Wealth Partners first reported a position in XLE in Q4 2016 and held it in 13 quarters. The position peaked at $315K in Q4 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

YorkBridge Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 10,488 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $315K.
YorkBridge Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $315K in Q4 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.