B
XLE icon

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

Baird’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
2015
Q1 		$878K Sell
22,632
-5,102
-18% -$198K 0.01% 784
2014
Q4 		$1.1M Sell
27,734
-4,364
-14% -$181K 0.01% 710
2014
Q3 		$1.45M Sell
32,098
-2,576
-7% -$125K 0.02% 542
2014
Q2 		$1.74M Buy
34,674
+16,136
+87% +$764K 0.02% 520
2014
Q1 		$825K Buy
18,538
+4,134
+29% +$178K 0.01% 685
2013
Q4 		$637K Sell
14,404
-6,936
-33% -$299K 0.01% 738
2013
Q3 		$885K Buy
21,340
+12,704
+147% +$523K 0.02% 619
2013
Q2 		$338K Buy
+8,636
New +$342K 0.01% 881

Other funds holding XLE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return