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

Accredited 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 		$56.3K Sell
200
-1,060
-84% -$46.4K 0.04% 132
2025
Q2 		$53.4K Hold
1,260
– – 0.04% 132
2025
Q1 		$58.9K Hold
1,260
– – 0.05% 116
2024
Q4 		$54K Buy
+1,260
New +$57.3K 0.05% 134

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
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

Accredited Wealth Management's XLE Position: Q3 2025 in Review

Accredited Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 84% in Q3 2025, selling an estimated $46.4K and leaving 200 shares worth $56.3K. The position accounts for 0.04% of the portfolio, ranked #132.

Accredited Wealth Management first reported a position in XLE in Q4 2024 and has held it in 4 quarters since. The position peaked at $58.9K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Accredited Wealth Management held 200 shares of State Street Energy Select Sector SPDR ETF worth $56.3K as of Q3 2025.
  • Accredited Wealth Management sold 1,060 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $46.4K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #132 holding.
  • Accredited Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $58.9K 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.