BIT
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BlackRock Institutional Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BlackRock Institutional Trust’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 		– Sell
-28,000
Closed -$1.08M – 3902
2014
Q4 		$1.11M Buy
+28,000
New +$1.16M ﹤0.01% 3323
2014
Q3 		– Sell
-24,000
Closed -$1.16M – 3959
2014
Q2 		$1.2M Buy
24,000
+14,200
+145% +$672K ﹤0.01% 3386
2014
Q1 		$436K Buy
+9,800
New +$423K ﹤0.01% 3594
2013
Q3 		– Sell
-706,016
Closed -$27.6M – 4044
2013
Q2 		$27.6M Buy
+706,016
New +$28M 0.01% 1563

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return