Mizuho Trust & Banking’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mizuho Trust & Banking’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
2020 Q1	–	Sell	-240,000	Closed	-$7.21M	–	16
2019 Q4	$7.21M	Buy	240,000 +100,000	+71%	+$2.97M	2.02%	14
2019 Q3	$4.14M	Buy	+140,000	New	+$4.23M	1.92%	13
2018 Q4	–	Sell	-1,080,000	Closed	-$40.9M	–	17
2018 Q3	$40.9M	Buy	1,080,000 +900,000	+500%	+$33.7M	11.4%	5
2018 Q2	$6.83M	Buy	+180,000	New	+$6.69M	1.54%	11
2017 Q3	–	Sell	-520,000	Closed	-$16.9M	–	10
2017 Q2	$16.9M	Buy	+520,000	New	+$17.5M	5.99%	8

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mizuho Trust & Banking's XLE Position: Q1 2020 in Review

Mizuho Trust & Banking sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 240,000 shares — an estimated $7.21M sold.

Mizuho Trust & Banking first reported a position in XLE in Q2 2017 and held it in 5 quarters. The position peaked at $40.9M in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Mizuho Trust & Banking reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Mizuho Trust & Banking sold 240,000 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $7.21M.
Mizuho Trust & Banking first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 5 quarters.
Mizuho Trust & Banking's State Street Energy Select Sector SPDR ETF position peaked at $40.9M in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Mizuho Trust & Banking's 13F filing for Q1 2020, filed 24 Apr 2020.