Woodley Farra Manion Portfolio Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Woodley Farra Manion Portfolio 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
2020 Q2	–	Sell	-784	Closed	-$11K	–	464
2020 Q1	$11K	Buy	+784	New	+$18.6K	﹤0.01%	276

Other funds holding XLE

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Woodley Farra Manion Portfolio Management's XLE Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2020, closing a stake of 784 shares — an estimated $11K sold.

Woodley Farra Manion Portfolio Management first reported a position in XLE in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 815 funds tracked by Wall St. Rank hold XLE as of Q2 2020.

Woodley Farra Manion Portfolio Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 784 State Street Energy Select Sector SPDR ETF shares in Q2 2020, an estimated $11K.
Woodley Farra Manion Portfolio Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
Woodley Farra Manion Portfolio Management's State Street Energy Select Sector SPDR ETF position peaked at $11K in Q1 2020.
815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.