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

Bennett Associates 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	-38,510	Closed	-$1.72M	–	62
2025 Q3	$1.72M	Buy	38,510 +3,222	+9%	+$141K	1.25%	19
2025 Q2	$1.5M	Sell	35,288 -3,658	-9%	-$152K	1.15%	20
2025 Q1	$1.82M	Buy	38,946 +462	+1%	+$20.8K	1.5%	18
2024 Q4	$1.65M	Buy	38,484 +1,360	+4%	+$61.8K	1.37%	19
2024 Q3	$1.63M	Buy	+37,124	New	+$1.66M	1.33%	18

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

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Bennett Associates Wealth Management's XLE Position: Q4 2025 in Review

Bennett Associates Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 38,510 shares — an estimated $1.72M sold.

Bennett Associates Wealth Management first reported a position in XLE in Q3 2024 and held it in 5 quarters. The position peaked at $1.82M in Q1 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Bennett Associates Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Bennett Associates Wealth Management sold 38,510 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $1.72M.
Bennett Associates Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Bennett Associates Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.82M in Q1 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.