Bel Air Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bel Air Investment Advisors’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	$397K	Buy	+14,728	New	+$383K	0.01%	288

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

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

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

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

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

Bel Air Investment Advisors's XLE Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2021: 14,728 shares worth $397K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

Bel Air Investment Advisors held 14,728 shares of State Street Energy Select Sector SPDR ETF worth $397K as of Q2 2021.
State Street Energy Select Sector SPDR ETF was a new Bel Air Investment Advisors position in Q2 2021.
State Street Energy Select Sector SPDR ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #288 holding.
1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.