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

Apollon 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
2026 Q1	$2.17M	Sell	35,471 -1,191	-3%	-$63.9K	0.3%	83
2025 Q4	$1.64M	Buy	36,662 +15,602	+74%	+$695K	0.24%	91
2025 Q3	$941K	Sell	21,060 -1,142	-5%	-$50K	0.16%	113
2025 Q2	$941K	Buy	22,202 +138	+0.6%	+$5.75K	0.2%	104
2025 Q1	$1.03M	Sell	22,064 -754	-3%	-$34K	0.24%	90
2024 Q4	$977K	Buy	22,818 +720	+3%	+$32.7K	0.24%	85
2024 Q3	$970K	Buy	22,098 +22	+0.1%	+$983	0.29%	71
2024 Q2	$1.01M	Sell	22,076 -102	-0.5%	-$4.75K	0.33%	60
2024 Q1	$1.05M	Sell	22,178 -1,156	-5%	-$49.7K	0.36%	56
2023 Q4	$978K	Buy	+23,334	New	+$998K	0.39%	55

Other funds holding XLE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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