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

Aperture Investors’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 Q2	–	Sell	-158,384	Closed	-$2.7M	–	119
2021 Q1	$2.7M	Buy	+158,384	New	+$3.65M	0.41%	61

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aperture Investors's XLE Position: Q2 2021 in Review

Aperture Investors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021, closing a stake of 158,384 shares — an estimated $2.7M sold.

Aperture Investors first reported a position in XLE in Q1 2021 and held it in 1 quarter. The position peaked at $2.7M in Q1 2021. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

Aperture Investors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Aperture Investors sold 158,384 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $2.7M.
Aperture Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
Aperture Investors's State Street Energy Select Sector SPDR ETF position peaked at $2.7M in Q1 2021.
1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Aperture Investors's 13F filing for Q2 2021, filed 16 Aug 2021.