Ulrich Consultants & Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ulrich Consultants & Investment Group’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
2023 Q2	$442K	Hold	10,880	–	–	1.07%	14
2023 Q1	$451K	Hold	10,880	–	–	0.94%	14
2022 Q4	$476K	Buy	10,880 +1,640	+18%	+$71.4K	1.07%	14
2022 Q3	$333K	Hold	9,240	–	–	0.26%	46
2022 Q2	$330K	Buy	+9,240	New	+$371K	0.18%	65

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ulrich Consultants & Investment Group's XLE Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2023 at 10,880 shares worth $442K. The position accounts for 1.07% of the portfolio, ranked #14.

Ulrich Consultants & Investment Group first reported a position in XLE in Q2 2022 and has held it in 5 quarters since. The position peaked at $476K in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Ulrich Consultants & Investment Group held 10,880 shares of State Street Energy Select Sector SPDR ETF worth $442K as of Q2 2023.
Ulrich Consultants & Investment Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Energy Select Sector SPDR ETF made up 1.07% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #14 holding.
Ulrich Consultants & Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 5 quarters since.
Ulrich Consultants & Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $476K in Q4 2022.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.