KL
XLE icon

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

KWMG LLC’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
2019
Q2 		– Sell
-408
Closed -$13K – 420
2019
Q1 		$13K Sell
408
-800
-66% -$25.7K ﹤0.01% 265
2018
Q4 		$35K Sell
1,208
-208
-15% -$6.96K 0.01% 188
2018
Q3 		$54K Sell
1,416
-150
-10% -$5.62K 0.01% 160
2018
Q2 		$59K Buy
+1,566
New +$58.2K 0.02% 151
2015
Q3 		– Sell
-5,548
Closed -$208K – 136
2015
Q2 		$208K Hold
5,548
– – 0.15% 121
2015
Q1 		$227K Buy
5,548
+128
+2% +$4.96K 0.18% 101
2014
Q4 		$217K Buy
+5,420
New +$225K 0.18% 91

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return