Badgley, Phelps & Bell’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
WA
SF
Badgley, Phelps & Bell's XLE Position: Q2 2021 in Review
Badgley, Phelps & Bell reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2021, selling an estimated $73.1K and leaving 7,590 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #214.
Badgley, Phelps & Bell first reported a position in XLE in Q4 2015 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2020. 1,260 funds tracked by Wall St. Rank hold XLE as of Q2 2021.
- Badgley, Phelps & Bell held 7,590 shares of State Street Energy Select Sector SPDR ETF worth $204K as of Q2 2021.
- Badgley, Phelps & Bell sold 2,810 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $73.1K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #214 holding.
- Badgley, Phelps & Bell first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 6 quarters since.
- Badgley, Phelps & Bell's State Street Energy Select Sector SPDR ETF position peaked at $3.59M in Q4 2020.
- 1,260 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.
Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.