Armstrong Fleming & Moore’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Armstrong Fleming & Moore’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 Q2	–	Sell	-9,180	Closed	-$429K	–	161
2025 Q1	$429K	Buy	+9,180	New	+$414K	0.52%	39

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Armstrong Fleming & Moore's XLE Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 9,180 shares — an estimated $429K sold.

Armstrong Fleming & Moore first reported a position in XLE in Q1 2025 and held it in 1 quarter. The position peaked at $429K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Armstrong Fleming & Moore reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Armstrong Fleming & Moore sold 9,180 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $429K.
Armstrong Fleming & Moore first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
Armstrong Fleming & Moore's State Street Energy Select Sector SPDR ETF position peaked at $429K in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.