Abich Financial Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Abich Financial Wealth 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
2025 Q3	$48.7K	Buy	+1,090	New	+$47.7K	0.02%	321
2024 Q3	–	Sell	-944	Closed	-$43K	–	845
2024 Q2	$43K	Hold	944	–	–	0.03%	172
2024 Q1	$44.6K	Hold	944	–	–	0.03%	151
2023 Q4	$39.6K	Buy	+944	New	+$40.4K	0.04%	127

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

Abich Financial Wealth Management's XLE Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025: 1,090 shares worth $48.7K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XLE as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in XLE in Q4 2023 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Abich Financial Wealth Management held 1,090 shares of State Street Energy Select Sector SPDR ETF worth $48.7K as of Q3 2025.
State Street Energy Select Sector SPDR ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street Energy Select Sector SPDR ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #321 holding.
Abich Financial Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.