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

Atticus Wealth Management’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 		– Sell
-1,048
Closed -$44.4K – 654
2025
Q2 		$44.4K Buy
1,048
+136
+15% +$5.66K 0.01% 324
2025
Q1 		$42.6K Sell
912
-494
-35% -$22.3K 0.01% 245
2024
Q4 		$60.2K Sell
1,406
-970
-41% -$44.1K 0.02% 227
2024
Q3 		$104K Buy
2,376
+232
+11% +$10.4K 0.03% 169
2024
Q2 		$97.7K Sell
2,144
-3,024
-59% -$141K 0.03% 169
2024
Q1 		$244K Buy
5,168
+2,784
+117% +$120K 0.08% 113
2023
Q4 		$99.9K Sell
2,384
-4,440
-65% -$190K 0.04% 168
2023
Q3 		$308K Buy
6,824
+3,716
+120% +$163K 0.12% 102
2023
Q2 		$126K Sell
3,108
-976
-24% -$39.8K 0.05% 160
2023
Q1 		$169K Sell
4,084
-18,398
-82% -$787K 0.06% 142
2022
Q4 		$983K Buy
22,482
+6,096
+37% +$265K 0.4% 48
2022
Q3 		$586K Hold
16,386
– – 0.28% 50
2022
Q2 		$586K Sell
16,386
-170
-1% -$6.82K 0.24% 62
2022
Q1 		$633K Buy
16,556
+3,272
+25% +$113K 0.23% 66
2021
Q4 		$368K Sell
13,284
-474
-3% -$13.4K 0.14% 93
2021
Q3 		$359K Buy
13,758
+10,508
+323% +$260K 0.16% 77
2021
Q2 		$88K Buy
3,250
+1,936
+147% +$50.3K 0.04% 184
2021
Q1 		$32K Buy
1,314
+500
+61% +$11.5K 0.02% 244
2020
Q4 		$15K Sell
814
-1,764
-68% -$30.4K 0.01% 276
2020
Q3 		$39K Sell
2,578
-592
-19% -$10.5K 0.02% 195
2020
Q2 		$60K Sell
3,170
-1,704
-35% -$31.7K 0.04% 165
2020
Q1 		$71K Sell
4,874
-7,634
-61% -$181K 0.06% 148
2019
Q4 		$375K Buy
+12,508
New +$371K 0.24% 57

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
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

Atticus Wealth Management's XLE Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 1,048 shares — an estimated $44.4K sold.

Atticus Wealth Management first reported a position in XLE in Q4 2019 and held it in 23 quarters. The position peaked at $983K in Q4 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Atticus Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,048 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $44.4K.
  • Atticus Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $983K in Q4 2022.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.