MD Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MD Financial Management’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 Q4	$11.7M	Sell	420,678 -702,474	-63%	-$19.8M	0.28%	51
2021 Q3	$29.3M	Buy	1,123,152 +323,356	+40%	+$8.01M	0.74%	41
2021 Q2	$21.5M	Buy	+799,796	New	+$20.8M	0.62%	41

Other funds holding XLE

Bank of America

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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