Madrona Funds’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Madrona Funds’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 Q3	$1.98M	Buy	+66,818	New	+$2.02M	1.45%	23

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Madrona Funds's XLE Position: Q3 2019 in Review

Madrona Funds opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2019: 66,818 shares worth $1.98M. The stake represents 1.45% of the portfolio and ranks #23 among its holdings.

763 funds tracked by Wall St. Rank hold XLE as of Q3 2019.

Madrona Funds held 66,818 shares of State Street Energy Select Sector SPDR ETF worth $1.98M as of Q3 2019.
State Street Energy Select Sector SPDR ETF was a new Madrona Funds position in Q3 2019.
State Street Energy Select Sector SPDR ETF made up 1.45% of Madrona Funds's portfolio in Q3 2019, its #23 holding.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.