Murphy Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Murphy Capital 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	$8.02M	Buy	224,264 +19,132	+9%	+$768K	1.11%	26
2022 Q1	$7.84M	Buy	205,132 +33,250	+19%	+$1.15M	0.91%	31
2021 Q4	$4.77M	Buy	171,882 +9,244	+6%	+$261K	0.51%	51
2021 Q3	$4.24M	Buy	162,638 +5,764	+4%	+$143K	0.5%	52
2021 Q2	$4.22M	Buy	156,874 +38,764	+33%	+$1.01M	0.48%	51
2021 Q1	$2.9M	Buy	118,110 +20,412	+21%	+$471K	0.36%	64
2020 Q4	$1.85M	Buy	97,698 +22,736	+30%	+$392K	0.25%	87
2020 Q3	$1.12M	Sell	74,962 -12,702	-14%	-$226K	0.16%	102
2020 Q2	$1.66M	Sell	87,664 -9,300	-10%	-$173K	0.26%	88
2020 Q1	$1.41M	Sell	96,964 -13,388	-12%	-$318K	0.27%	86
2019 Q4	$3.31M	Sell	110,352 -2,920	-3%	-$86.6K	0.47%	58
2019 Q3	$3.35M	Sell	113,272 -1,292	-1%	-$39.1K	0.5%	54
2019 Q2	$3.65M	Buy	114,564 +10,880	+10%	+$348K	0.54%	52
2019 Q1	$3.43M	Buy	103,684 +5,420	+6%	+$174K	0.52%	54
2018 Q4	$2.82M	Sell	98,264 -9,084	-8%	-$304K	0.47%	57
2018 Q3	$4.07M	Buy	107,348 +18,668	+21%	+$700K	0.56%	51
2018 Q2	$3.37M	Buy	88,680 +6,138	+7%	+$228K	0.49%	54
2018 Q1	$2.78M	Buy	82,542 +7,640	+10%	+$270K	0.39%	68
2017 Q4	$2.71M	Buy	74,902 +4,324	+6%	+$149K	0.37%	74
2017 Q3	$2.42M	Sell	70,578 -1,670	-2%	-$54.3K	0.35%	78
2017 Q2	$2.35M	Sell	72,248 -4,618	-6%	-$155K	0.35%	76
2017 Q1	$2.69M	Buy	76,866 +5,498	+8%	+$199K	0.4%	71
2016 Q4	$2.69M	Buy	71,368 +2,646	+4%	+$95.7K	0.42%	69
2016 Q3	$2.43M	Buy	68,722 +986	+1%	+$33.8K	0.38%	70
2016 Q2	$2.31M	Buy	67,736 +8,136	+14%	+$268K	0.36%	75
2016 Q1	$1.84M	Buy	59,600 +1,540	+3%	+$44.7K	0.29%	88
2015 Q4	$1.75M	Sell	58,060 -6,618	-10%	-$218K	0.27%	95
2015 Q3	$1.98M	Sell	64,678 -7,470	-10%	-$252K	0.33%	84
2015 Q2	$2.71M	Sell	72,148 -170	-0.2%	-$6.75K	0.41%	71
2015 Q1	$2.81M	Buy	72,318 +110	+0.2%	+$4.26K	0.41%	70
2014 Q4	$2.86M	Sell	72,208 -3,300	-4%	-$137K	0.44%	70
2014 Q3	$3.42M	Buy	75,508 +196	+0.3%	+$9.49K	0.53%	54
2014 Q2	$3.77M	Buy	75,312 +7,700	+11%	+$364K	0.6%	47
2014 Q1	$3.01M	Sell	67,612 -1,020	-1%	-$44K	0.51%	56
2013 Q4	$3.04M	Buy	68,632 +660	+1%	+$28.4K	0.53%	55
2013 Q3	$2.82M	Sell	67,972 -336	-0.5%	-$13.8K	0.53%	55
2013 Q2	$2.67M	Buy	+68,308	New	+$2.71M	0.54%	54

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

Murphy Capital Management's XLE Position: Q2 2022 in Review

Murphy Capital Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q2 2022, buying an estimated $768K and bringing the position to 224,264 shares worth $8.02M. The position accounts for 1.11% of the portfolio, ranked #26.

Murphy Capital Management first reported a position in XLE in Q2 2013 and has held it in 37 quarters since. 1,590 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Murphy Capital Management held 224,264 shares of State Street Energy Select Sector SPDR ETF worth $8.02M as of Q2 2022.
Murphy Capital Management bought 19,132 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $768K.
State Street Energy Select Sector SPDR ETF made up 1.11% of Murphy Capital Management's portfolio in Q2 2022, its #26 holding.
Murphy Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.