Blue Barn Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blue Barn Wealth’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	$249K	Hold	5,570	–	–	0.36%	36
2025 Q3	$249K	Sell	5,570 -644	-10%	-$28.2K	0.11%	131
2025 Q2	$312K	Buy	6,214 +644	+12%	+$26.8K	0.15%	102
2025 Q1	$260K	Hold	5,570	–	–	0.14%	116
2024 Q4	$239K	Hold	5,570	–	–	0.13%	120
2024 Q3	$245K	Buy	5,570 +70	+1%	+$3.13K	0.13%	126
2024 Q2	$251K	Hold	5,500	–	–	0.14%	106
2024 Q1	$260K	Hold	5,500	–	–	0.14%	99
2023 Q4	$231K	Hold	5,500	–	–	0.14%	99
2023 Q3	$249K	Hold	5,500	–	–	0.16%	101
2023 Q2	$223K	Sell	5,500 -194	-3%	-$7.9K	0.15%	106
2023 Q1	$236K	Buy	5,694 +2	+0%	+$86	0.15%	107
2022 Q4	$249K	Buy	+5,692	New	+$248K	0.16%	94

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

Blue Barn Wealth's XLE Position: Q4 2025 in Review

Blue Barn Wealth held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 5,570 shares worth $249K. The position accounts for 0.36% of the portfolio, ranked #36.

Blue Barn Wealth first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. The position peaked at $312K in Q2 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Blue Barn Wealth held 5,570 shares of State Street Energy Select Sector SPDR ETF worth $249K as of Q4 2025.
Blue Barn Wealth left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.36% of Blue Barn Wealth's portfolio in Q4 2025, its #36 holding.
Blue Barn Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Blue Barn Wealth's State Street Energy Select Sector SPDR ETF position peaked at $312K in Q2 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.