Lehman & Derafelo Financial Resources’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lehman & Derafelo Financial Resources’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	$1.79M	Sell	40,882 -778	-2%	-$33.9K	0.53%	29
2022 Q3	$1.5M	Hold	41,660	–	–	0.47%	29
2022 Q2	$1.49M	Sell	41,660 -3,150	-7%	-$126K	0.46%	31
2022 Q1	$1.71M	Buy	44,810 +1,580	+4%	+$54.7K	0.48%	35
2021 Q4	$1.2M	Sell	43,230 -600	-1%	-$17K	0.36%	45
2021 Q3	$1.14M	Sell	43,830 -3,940	-8%	-$97.6K	0.37%	45
2021 Q2	$1.29M	Hold	47,770	–	–	0.35%	44
2021 Q1	$1.17M	Sell	47,770 -200	-0.4%	-$4.61K	0.33%	48
2020 Q4	$909K	Buy	47,970 +19,500	+68%	+$336K	0.27%	54
2020 Q3	$426K	Hold	28,470	–	–	0.14%	84
2020 Q2	$539K	Sell	28,470 -5,940	-17%	-$110K	0.19%	72
2020 Q1	$500K	Sell	34,410 -620	-2%	-$14.7K	0.21%	55
2019 Q4	$1.05M	Sell	35,030 -740	-2%	-$21.9K	0.38%	46
2019 Q3	$1.06M	Sell	35,770 -2,700	-7%	-$81.7K	0.41%	42
2019 Q2	$1.21M	Buy	38,470 +200	+0.5%	+$6.4K	0.5%	35
2019 Q1	$1.26M	Buy	38,270 +3,200	+9%	+$103K	0.55%	33
2018 Q4	$1.01M	Buy	+35,070	New	+$1.17M	0.5%	34

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's XLE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q4 2022, selling an estimated $33.9K and leaving 40,882 shares worth $1.79M. The position accounts for 0.53% of the portfolio, ranked #29.

Lehman & Derafelo Financial Resources first reported a position in XLE in Q4 2018 and has held it in 17 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Lehman & Derafelo Financial Resources held 40,882 shares of State Street Energy Select Sector SPDR ETF worth $1.79M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 778 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $33.9K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #29 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.