Beck Bode LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Beck Bode LLC’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 Q4	–	Sell	-8,606	Closed	-$310K	–	259
2022 Q3	$310K	Buy	8,606 +1,444	+20%	+$54.6K	0.07%	148
2022 Q2	$256K	Sell	7,162 -2,890	-29%	-$116K	0.05%	159
2022 Q1	$384K	Buy	+10,052	New	+$348K	0.09%	116
2021 Q3	–	Sell	-1,184	Closed	-$32K	–	315
2021 Q2	$32K	Buy	+1,184	New	+$30.8K	0.01%	158
2020 Q4	–	Sell	-2,024	Closed	-$30K	–	286
2020 Q3	$30K	Buy	+2,024	New	+$35.9K	0.01%	138

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beck Bode LLC's XLE Position: Q4 2022 in Review

Beck Bode LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2022, closing a stake of 8,606 shares — an estimated $310K sold.

Beck Bode LLC first reported a position in XLE in Q3 2020 and held it in 5 quarters. The position peaked at $384K in Q1 2022. 1,723 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Beck Bode LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Beck Bode LLC sold 8,606 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $310K.
Beck Bode LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Beck Bode LLC's State Street Energy Select Sector SPDR ETF position peaked at $384K in Q1 2022.
1,723 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Beck Bode LLC's 13F filing for Q4 2022, filed 8 Feb 2023.