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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-246
Closed -$11K 412
2025
Q3
$11K Hold
246
﹤0.01% 378
2025
Q2
$10.4K Buy
+246
New +$10.2K ﹤0.01% 377

Other funds holding XLE

Alpine Bank Wealth Management's XLE Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 246 shares — an estimated $11K sold.

Alpine Bank Wealth Management first reported a position in XLE in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 246 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $11K.
  • Alpine Bank Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $11K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.