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

Waratah Capital Advisors’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
2026
Q1 		$10.4M Buy
+170,000
New +$9.12M 0.4% 47
2023
Q4 		– Sell
-9,508,600
Closed -$429M – 210
2023
Q3 		$429M Buy
+9,508,600
New +$416M 6.13% 4
2023
Q2 		– Sell
-2,000,000
Closed -$82.8M – 196
2023
Q1 		$82.8M Buy
+2,000,000
New +$85.5M 1.82% 13
2022
Q3 		– Sell
-2,400,000
Closed -$85.8M – 199
2022
Q2 		$85.8M Buy
+2,400,000
New +$96.3M 1.89% 10
2022
Q1 		– Sell
-1,010,000
Closed -$26.3M – 247
2021
Q4 		$26.3M Sell
1,010,000
-190,000
-16% -$5.37M 0.44% 33
2021
Q3 		$31.3M Buy
+1,200,000
New +$29.7M 0.47% 31

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return