SEI Investments
XLE icon

SEI Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SEI Investments’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
-1,954
Closed -$62K – 2807
2019
Q1 		$62K Buy
1,954
+696
+55% +$22.4K ﹤0.01% 2585
2018
Q4 		$33K Buy
+1,258
New +$42.1K ﹤0.01% 2415
2018
Q3 		– Sell
-12,480
Closed -$474K – 3484
2018
Q2 		$474K Buy
12,480
+4,092
+49% +$152K ﹤0.01% 1826
2018
Q1 		$283K Sell
8,388
-1,050
-11% -$37.2K ﹤0.01% 1778
2017
Q4 		$341K Buy
9,438
+732
+8% +$25.2K ﹤0.01% 1773
2017
Q3 		$298K Buy
8,706
+3,292
+61% +$107K ﹤0.01% 1761
2017
Q2 		$176K Buy
5,414
+4,270
+373% +$144K ﹤0.01% 1905
2017
Q1 		$40K Buy
1,144
+972
+565% +$35.1K ﹤0.01% 2189
2016
Q4 		$6K Sell
172
-2,256
-93% -$81.6K ﹤0.01% 2570
2016
Q3 		$86K Buy
2,428
+622
+34% +$21.3K ﹤0.01% 1916
2016
Q2 		$62K Buy
1,806
+1,566
+653% +$51.7K ﹤0.01% 1883
2016
Q1 		$7K Buy
+240
New +$6.96K ﹤0.01% 2249
2015
Q1 		– Sell
-26
Closed -$1K – 2375
2014
Q4 		$1K Buy
+26
New +$1.08K ﹤0.01% 2162

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