LA
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Linden Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Linden 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 		– Sell
-600,000
Closed -$14.7M – 844
2021
Q1 		$14.7M Buy
600,000
+200,000
+50% +$4.61M 0.11% 125
2020
Q4 		$7.58M Buy
+400,000
New +$6.89M 0.06% 189
2017
Q1 		– Sell
-1,000,000
Closed -$37.7M – 121
2016
Q4 		$37.7M Hold
1,000,000
– – 1.47% 24
2016
Q3 		$35.3M Hold
1,000,000
– – 1.61% 22
2016
Q2 		$34.1M Hold
1,000,000
– – 1.49% 24
2016
Q1 		$30.9M Buy
+1,000,000
New +$29M 1.71% 20

Other funds holding XLE

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return