Tatro Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tatro Capital’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	–	Sell	-9,584	Closed	-$250K	–	102
2021 Q3	$250K	Buy	9,584 +816	+9%	+$20.2K	0.2%	75
2021 Q2	$236K	Buy	+8,768	New	+$228K	0.16%	99
2020 Q4	–	Sell	-122,504	Closed	-$1.83M	–	85
2020 Q3	$1.83M	Buy	122,504 +10	+0%	+$178	2.1%	14
2020 Q2	$2.32M	Buy	+122,494	New	+$2.28M	3.32%	10
2020 Q1	–	Sell	-58,202	Closed	-$1.75M	–	81
2019 Q4	$1.75M	Buy	+58,202	New	+$1.73M	1.57%	20

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 $761B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B 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 $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return