B. Riley Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

B. Riley Wealth 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
2022 Q2	$2.49K	Buy	69,706 +16,266	+30%	+$653K	﹤0.01%	191
2022 Q1	$2.04M	Buy	53,440 +17,142	+47%	+$594K	0.16%	134
2021 Q4	$1.01M	Buy	36,298 +15,610	+75%	+$441K	0.07%	229
2021 Q3	$539K	Buy	20,688 +7,060	+52%	+$175K	0.04%	318
2021 Q2	$367K	Sell	13,628 -1,044	-7%	-$27.1K	0.04%	280
2021 Q1	$360K	Buy	+14,672	New	+$338K	0.04%	269
2020 Q2	–	Sell	-14,276	Closed	-$208K	–	564
2020 Q1	$208K	Buy	14,276 +7,128	+100%	+$169K	0.02%	430
2019 Q4	$215K	Buy	+7,148	New	+$212K	0.03%	354
2019 Q1	–	Sell	-23,874	Closed	-$685K	–	426
2018 Q4	$685K	Buy	+23,874	New	+$799K	0.14%	154
2016 Q1	$585K	Buy	+18,922	New	+$549K	0.87%	37
2015 Q4	–	Sell	-11,506	Closed	-$352K	–	171
2015 Q3	$352K	Sell	11,506 -400	-3%	-$13.5K	0.5%	69
2015 Q2	$447K	Buy	11,906 +8,902	+296%	+$353K	0.36%	61
2015 Q1	$116K	Buy	3,004 +1,554	+107%	+$60.2K	0.09%	259
2014 Q4	$57K	Buy	1,450 +800	+123%	+$33.3K	0.05%	372
2014 Q3	$29K	Buy	650 +300	+86%	+$14.5K	0.02%	523
2014 Q2	$17K	Buy	350 +256	+272%	+$12.1K	0.01%	705
2014 Q1	$4K	Buy	+94	New	+$4.05K	﹤0.01%	926

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

B. Riley Wealth Management's XLE Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q2 2022, buying an estimated $653K and bringing the position to 69,706 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

B. Riley Wealth Management first reported a position in XLE in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.04M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

B. Riley Wealth Management held 69,706 shares of State Street Energy Select Sector SPDR ETF worth $2.49K as of Q2 2022.
B. Riley Wealth Management bought 16,266 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $653K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #191 holding.
B. Riley Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q1 2022.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.