Alpha Cubed Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Alpha Cubed Investments’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 Q4	$1.16M	Sell	25,962 -1,228	-5%	-$54.7K	0.04%	114
2025 Q3	$1.21M	Sell	27,190 -962	-3%	-$42.1K	0.04%	110
2025 Q2	$1.19M	Sell	28,152 -5,424	-16%	-$226K	0.05%	113
2025 Q1	$1.57M	Sell	33,576 -10,196	-23%	-$460K	0.07%	101
2024 Q4	$1.87M	Buy	43,772 +19,844	+83%	+$902K	0.09%	88
2024 Q3	$1.05M	Sell	23,928 -12,394	-34%	-$554K	0.05%	106
2024 Q2	$1.66M	Sell	36,322 -23,636	-39%	-$1.1M	0.08%	94
2024 Q1	$2.83M	Sell	59,958 -4,608	-7%	-$198K	0.15%	76
2023 Q4	$2.71M	Buy	64,566 +26,994	+72%	+$1.15M	0.15%	85
2023 Q3	$1.7M	Buy	37,572 +7,074	+23%	+$310K	0.11%	85
2023 Q2	$1.24M	Buy	30,498 +1,724	+6%	+$70.2K	0.08%	96
2023 Q1	$1.19M	Sell	28,774 -11,268	-28%	-$482K	0.09%	97
2022 Q4	$1.75M	Buy	40,042 +4,048	+11%	+$176K	0.13%	94
2022 Q3	$1.3M	Sell	35,994 -68,072	-65%	-$2.57M	0.1%	98
2022 Q2	$3.72M	Buy	104,066 +2,800	+3%	+$112K	0.27%	70
2022 Q1	$3.87M	Sell	101,266 -8,634	-8%	-$299K	0.25%	64
2021 Q4	$3.05M	Buy	109,900 +9,834	+10%	+$278K	0.2%	78
2021 Q3	$2.61M	Sell	100,066 -134,530	-57%	-$3.33M	0.2%	78
2021 Q2	$6.32M	Buy	234,596 +26,832	+13%	+$698K	0.46%	61
2021 Q1	$5.1M	Buy	207,764 +41,626	+25%	+$960K	0.4%	64
2020 Q4	$3.15M	Buy	+166,138	New	+$2.86M	0.27%	73

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

MMH

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Alpha Cubed Investments's XLE Position: Q4 2025 in Review

Alpha Cubed Investments reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q4 2025, selling an estimated $54.7K and leaving 25,962 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #114.

Alpha Cubed Investments first reported a position in XLE in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.32M in Q2 2021. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Alpha Cubed Investments held 25,962 shares of State Street Energy Select Sector SPDR ETF worth $1.16M as of Q4 2025.
Alpha Cubed Investments sold 1,228 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $54.7K.
State Street Energy Select Sector SPDR ETF made up 0.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #114 holding.
Alpha Cubed Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Alpha Cubed Investments's State Street Energy Select Sector SPDR ETF position peaked at $6.32M in Q2 2021.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.