Benchmark Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Benchmark Investment Advisors’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 Q1	–	Sell	-4,978	Closed	-$213K	–	92
2024 Q4	$213K	Buy	4,978 +14	+0.3%	+$636	0.14%	84
2024 Q3	$218K	Sell	4,964 -400	-7%	-$17.9K	0.16%	86
2024 Q2	$244K	Sell	5,364 -106	-2%	-$4.94K	0.18%	82
2024 Q1	$258K	Sell	5,470 -4,960	-48%	-$213K	0.2%	79
2023 Q4	$437K	Sell	10,430 -4,316	-29%	-$185K	0.41%	59
2023 Q3	$666K	Buy	14,746 +580	+4%	+$25.4K	0.67%	46
2023 Q2	$575K	Sell	14,166 -2,170	-13%	-$88.4K	0.53%	53
2023 Q1	$677K	Sell	16,336 -3,878	-19%	-$166K	0.69%	47
2022 Q4	$884K	Buy	20,214 +128	+0.6%	+$5.57K	0.93%	35
2022 Q3	$723K	Sell	20,086 -11,954	-37%	-$452K	0.78%	43
2022 Q2	$1.15M	Buy	32,040 +17,360	+118%	+$696K	1.19%	25
2022 Q1	$561K	Sell	14,680 -18,364	-56%	-$636K	0.42%	61
2021 Q4	$917K	Buy	+33,044	New	+$934K	0.76%	44

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

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

Benchmark Investment Advisors's XLE Position: Q1 2025 in Review

Benchmark Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 4,978 shares — an estimated $213K sold.

Benchmark Investment Advisors first reported a position in XLE in Q4 2021 and held it in 13 quarters. The position peaked at $1.15M in Q2 2022. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Benchmark Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Benchmark Investment Advisors sold 4,978 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $213K.
Benchmark Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Benchmark Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.15M in Q2 2022.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.