Bellevue Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bellevue Asset 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	-144	Closed	-$6.11K	–	501
2025 Q2	$6.11K	Hold	144	–	–	﹤0.01%	320
2025 Q1	$6.73K	Hold	144	–	–	﹤0.01%	305
2024 Q4	$6.17K	Hold	144	–	–	﹤0.01%	321
2024 Q3	$6.32K	Hold	144	–	–	﹤0.01%	298
2024 Q2	$6.56K	Hold	144	–	–	﹤0.01%	294
2024 Q1	$6.8K	Hold	144	–	–	﹤0.01%	284
2023 Q4	$6.04K	Hold	144	–	–	0.01%	287
2023 Q3	$6.51K	Hold	144	–	–	﹤0.01%	277
2023 Q2	$5.84K	Hold	144	–	–	﹤0.01%	295
2023 Q1	$5.96K	Hold	144	–	–	﹤0.01%	302
2022 Q4	$6.27K	Hold	144	–	–	﹤0.01%	294
2022 Q3	$5K	Hold	144	–	–	﹤0.01%	316
2022 Q2	$5K	Hold	144	–	–	﹤0.01%	329
2022 Q1	$6K	Hold	144	–	–	﹤0.01%	346
2021 Q4	$4K	Hold	144	–	–	﹤0.01%	424
2021 Q3	$4K	Hold	144	–	–	﹤0.01%	436
2021 Q2	$4K	Hold	144	–	–	﹤0.01%	433
2021 Q1	$4K	Hold	144	–	–	﹤0.01%	482
2020 Q4	$3K	Hold	144	–	–	﹤0.01%	555
2020 Q3	$2K	Hold	144	–	–	﹤0.01%	577
2020 Q2	$3K	Hold	144	–	–	﹤0.01%	507
2020 Q1	$3K	Hold	144	–	–	﹤0.01%	475
2019 Q4	$4K	Buy	+144	New	+$4.27K	﹤0.01%	375

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

Bellevue Asset Management's XLE Position: Q3 2025 in Review

Bellevue Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 144 shares — an estimated $6.11K sold.

Bellevue Asset Management first reported a position in XLE in Q4 2019 and held it in 23 quarters. The position peaked at $6.8K in Q1 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Bellevue Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 144 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $6.11K.
Bellevue Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 23 quarters.
Bellevue Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $6.8K in Q1 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.