Brown Miller Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Brown Miller 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 Q1	–	Sell	-18,566	Closed	-$795K	–	184
2024 Q4	$795K	Buy	18,566 +2,770	+18%	+$126K	0.31%	62
2024 Q3	$693K	Buy	15,796 +132	+0.8%	+$5.9K	0.27%	66
2024 Q2	$714K	Buy	15,664 +904	+6%	+$42.1K	0.3%	67
2024 Q1	$697K	Buy	14,760 +998	+7%	+$42.9K	0.31%	65
2023 Q4	$577K	Buy	13,762 +740	+6%	+$31.6K	0.29%	70
2023 Q3	$589K	Buy	13,022 +1,680	+15%	+$73.5K	0.33%	62
2023 Q2	$460K	Sell	11,342 -10,372	-48%	-$422K	0.25%	73
2023 Q1	$899K	Buy	21,714 +320	+1%	+$13.7K	0.53%	51
2022 Q4	$936K	Buy	21,394 +2,578	+14%	+$112K	0.59%	51
2022 Q3	$677K	Buy	18,816 +7,680	+69%	+$290K	0.48%	53
2022 Q2	$398K	Hold	11,136	–	–	0.27%	71
2022 Q1	$426K	Buy	+11,136	New	+$386K	0.25%	71

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

Brown Miller Wealth Management's XLE Position: Q1 2025 in Review

Brown Miller Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 18,566 shares — an estimated $795K sold.

Brown Miller Wealth Management first reported a position in XLE in Q1 2022 and held it in 12 quarters. The position peaked at $936K in Q4 2022. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Brown Miller Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 18,566 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $795K.
Brown Miller Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 12 quarters.
Brown Miller Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $936K in Q4 2022.
1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Brown Miller Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.