Ball & Co Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ball & Co 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 Q4	–	Sell	-1,556	Closed	-$69K	–	90
2025 Q3	$69K	Buy	+1,556	New	+$68.1K	0.05%	44

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ball & Co Wealth Management's XLE Position: Q4 2025 in Review

Ball & Co Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 1,556 shares — an estimated $69K sold.

Ball & Co Wealth Management first reported a position in XLE in Q3 2025 and held it in 1 quarter. The position peaked at $69K in Q3 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Ball & Co Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Ball & Co Wealth Management sold 1,556 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $69K.
Ball & Co Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
Ball & Co Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $69K in Q3 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Ball & Co Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.