1620 Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

1620 Investment Advisors’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
2025 Q3	–	Sell	-78	Closed	-$3.31K	–	697
2025 Q2	$3.31K	Hold	78	–	–	﹤0.01%	561
2025 Q1	$3.65K	Hold	78	–	–	﹤0.01%	537
2024 Q4	$3.34K	Hold	78	–	–	﹤0.01%	556
2024 Q3	$3.42K	Hold	78	–	–	﹤0.01%	547
2024 Q2	$3.56K	Buy	+78	New	+$3.63K	﹤0.01%	528

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

1620 Investment Advisors's XLE Position: Q3 2025 in Review

1620 Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 78 shares — an estimated $3.31K sold.

1620 Investment Advisors first reported a position in XLE in Q2 2024 and held it in 5 quarters. The position peaked at $3.65K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

1620 Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
1620 Investment Advisors sold 78 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $3.31K.
1620 Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
1620 Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.65K in Q1 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on 1620 Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.