Apexium Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Apexium Financial’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	$2.64M	Sell	59,142 -3,552	-6%	-$156K	0.13%	78
2025 Q2	$2.66M	Sell	62,694 -10,914	-15%	-$455K	0.14%	74
2025 Q1	$3.44M	Buy	73,608 +17,140	+30%	+$773K	0.21%	56
2024 Q4	$2.42M	Buy	56,468 +23,814	+73%	+$1.08M	0.15%	66
2024 Q3	$1.43M	Buy	32,654 +490	+2%	+$21.9K	0.09%	77
2024 Q2	$1.47M	Sell	32,164 -1,106	-3%	-$51.5K	0.1%	72
2024 Q1	$1.57M	Sell	33,270 -3,920	-11%	-$168K	0.12%	73
2023 Q4	$1.56M	Buy	37,190 +7,082	+24%	+$303K	0.11%	89
2023 Q3	$1.36M	Sell	30,108 -378	-1%	-$16.5K	0.14%	72
2023 Q2	$1.24M	Buy	30,486 +934	+3%	+$38K	0.11%	78
2023 Q1	$1.22M	Sell	29,552 -1,118	-4%	-$47.8K	0.12%	75
2022 Q4	$1.34M	Buy	30,670 +2,970	+11%	+$129K	0.14%	70
2022 Q3	$997K	Buy	27,700 +21,146	+323%	+$800K	0.12%	74
2022 Q2	$234K	Sell	6,554 -1,460	-18%	-$58.6K	0.13%	85
2022 Q1	$268K	Sell	8,014 -220	-3%	-$7.62K	0.14%	80
2021 Q4	$228K	Buy	8,234 +478	+6%	+$13.5K	0.12%	86
2021 Q3	$202K	Sell	7,756 -10	-0.1%	-$248	0.12%	88
2021 Q2	$209K	Buy	+7,766	New	+$202K	0.13%	78

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

Apexium Financial's XLE Position: Q3 2025 in Review

Apexium Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.7% in Q3 2025, selling an estimated $156K and leaving 59,142 shares worth $2.64M. The position accounts for 0.13% of the portfolio, ranked #78.

Apexium Financial first reported a position in XLE in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.44M in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Apexium Financial held 59,142 shares of State Street Energy Select Sector SPDR ETF worth $2.64M as of Q3 2025.
Apexium Financial sold 3,552 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $156K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Apexium Financial's portfolio in Q3 2025, its #78 holding.
Apexium Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Apexium Financial's State Street Energy Select Sector SPDR ETF position peaked at $3.44M 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 Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.