Oldfather Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oldfather Financial Services’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	-22,616	Closed	-$872K	–	65
2022 Q1	$872K	Sell	22,616 -20,500	-48%	-$710K	0.47%	30
2021 Q4	$1.48M	Buy	43,116 +18,612	+76%	+$526K	0.78%	24
2021 Q3	$705K	Buy	+24,504	New	+$607K	0.36%	35

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

Oldfather Financial Services's XLE Position: Q2 2022 in Review

Oldfather Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2022, closing a stake of 22,616 shares — an estimated $872K sold.

Oldfather Financial Services first reported a position in XLE in Q3 2021 and held it in 3 quarters. The position peaked at $1.48M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold XLE as of Q2 2022.

Oldfather Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Oldfather Financial Services sold 22,616 State Street Energy Select Sector SPDR ETF shares in Q2 2022, an estimated $872K.
Oldfather Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
Oldfather Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $1.48M in Q4 2021.
1,591 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2022.

Based on Oldfather Financial Services's 13F filing for Q2 2022, filed 28 Jul 2022.