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	–	3900
2014 Q4	$1.11M	Buy	+28,000	New	+$1.16M	﹤0.01%	3323
2014 Q3	–	Sell	-24,000	Closed	-$1.16M	–	3958
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock Institutional Trust's XLE Position: Q1 2015 in Review

BlackRock Institutional Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2015, closing a stake of 28,000 shares — an estimated $1.08M sold.

BlackRock Institutional Trust first reported a position in XLE in Q2 2013 and held it in 4 quarters. The position peaked at $27.6M in Q2 2013. 562 funds tracked by Wall St. Rank hold XLE as of Q1 2015.

BlackRock Institutional Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
BlackRock Institutional Trust sold 28,000 State Street Energy Select Sector SPDR ETF shares in Q1 2015, an estimated $1.08M.
BlackRock Institutional Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
BlackRock Institutional Trust's State Street Energy Select Sector SPDR ETF position peaked at $27.6M in Q2 2013.
562 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2015.

Based on BlackRock Institutional Trust's 13F filing for Q1 2015, filed 13 May 2015.