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

Bristlecone 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 Q3	$397K	Buy	8,888 +10	+0.1%	+$438	0.03%	181
2025 Q2	$376K	Sell	8,878 -2,602	-23%	-$108K	0.03%	174
2025 Q1	$536K	Buy	11,480 +720	+7%	+$32.5K	0.04%	188
2024 Q4	$461K	Buy	10,760 +278	+3%	+$12.6K	0.04%	204
2024 Q3	$460K	Buy	10,482 +12	+0.1%	+$536	0.04%	191
2024 Q2	$477K	Buy	10,470 +10	+0.1%	+$466	0.04%	189
2024 Q1	$494K	Sell	10,460 -762	-7%	-$32.7K	0.04%	187
2023 Q4	$470K	Buy	11,222 +12	+0.1%	+$513	0.05%	189
2023 Q3	$507K	Sell	11,210 -670	-6%	-$29.3K	0.06%	171
2023 Q2	$482K	Buy	11,880 +1,312	+12%	+$53.4K	0.05%	177
2023 Q1	$438K	Sell	10,568 -988	-9%	-$42.2K	0.05%	181
2022 Q4	$505K	Buy	11,556 +564	+5%	+$24.6K	0.06%	169
2022 Q3	$396K	Sell	10,992 -1,244	-10%	-$47K	0.05%	179
2022 Q2	$437K	Sell	12,236 -136	-1%	-$5.46K	0.05%	178
2022 Q1	$473K	Buy	12,372 +1,470	+13%	+$50.9K	0.06%	164
2021 Q4	$303K	Buy	10,902 +16	+0.1%	+$452	0.04%	191
2021 Q3	$284K	Sell	10,886 -3,442	-24%	-$85.3K	0.04%	187
2021 Q2	$386K	Hold	14,328	–	–	0.05%	167
2021 Q1	$351K	Sell	14,328 -894	-6%	-$20.6K	0.05%	164
2020 Q4	$288K	Buy	15,222 +6,842	+82%	+$118K	0.05%	174
2020 Q3	$125K	Buy	+8,380	New	+$149K	0.02%	187
2020 Q2	–	Sell	-1,800,442	Closed	-$26.2M	–	164
2020 Q1	$26.2M	Buy	+1,800,442	New	+$42.7M	6.24%	2
2017 Q4	–	Sell	-1,440	Closed	-$49K	–	262
2017 Q3	$49K	Buy	+1,440	New	+$46.8K	0.02%	198

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

Bristlecone Advisors's XLE Position: Q3 2025 in Review

Bristlecone Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.11% in Q3 2025, buying an estimated $438 and bringing the position to 8,888 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #181.

Bristlecone Advisors first reported a position in XLE in Q3 2017 and has held it in 23 quarters since. The position peaked at $26.2M in Q1 2020. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Bristlecone Advisors held 8,888 shares of State Street Energy Select Sector SPDR ETF worth $397K as of Q3 2025.
Bristlecone Advisors bought 10 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $438.
State Street Energy Select Sector SPDR ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #181 holding.
Bristlecone Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 23 quarters since.
Bristlecone Advisors's State Street Energy Select Sector SPDR ETF position peaked at $26.2M in Q1 2020.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.