Bedel Financial Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bedel Financial Consulting’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	–	Sell	-300	Closed	-$11K	–	935
2022 Q1	$11K	Buy	+300	New	+$10.4K	﹤0.01%	659
2020 Q2	–	Sell	-456	Closed	-$7K	–	936
2020 Q1	$7K	Sell	456 -196	-30%	-$4.65K	﹤0.01%	546
2019 Q4	$20K	Buy	652 +456	+233%	+$13.5K	0.01%	409
2019 Q3	$6K	Hold	196	–	–	﹤0.01%	560
2019 Q2	$6K	Hold	196	–	–	﹤0.01%	554
2019 Q1	$6K	Hold	196	–	–	﹤0.01%	559
2018 Q4	$6K	Sell	196 -176	-47%	-$5.89K	﹤0.01%	525
2018 Q3	$13K	Buy	372 +26	+8%	+$975	0.01%	451
2018 Q2	$13K	Buy	+346	New	+$12.9K	0.01%	449

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

Bedel Financial Consulting's XLE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 300 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in XLE in Q2 2018 and held it in 9 quarters. The position peaked at $20K in Q4 2019. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 300 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
Bedel Financial Consulting's State Street Energy Select Sector SPDR ETF position peaked at $20K in Q4 2019.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.