Bremer Trust National Association’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bremer Trust National Association’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
2018 Q4	$4.13M	Buy	+144,000	New	+$4.82M	0.9%	22

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bremer Trust National Association's XLE Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018: 144,000 shares worth $4.13M. The stake represents 0.9% of the portfolio and ranks #22 among its holdings.

899 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Bremer Trust National Association held 144,000 shares of State Street Energy Select Sector SPDR ETF worth $4.13M as of Q4 2018.
State Street Energy Select Sector SPDR ETF was a new Bremer Trust National Association position in Q4 2018.
State Street Energy Select Sector SPDR ETF made up 0.9% of Bremer Trust National Association's portfolio in Q4 2018, its #22 holding.
899 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.