Burford Brothers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Burford Brothers’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
2026 Q1	$971K	Buy	15,858 +464	+3%	+$24.9K	0.4%	58
2025 Q4	$688K	Buy	15,394 +72	+0.5%	+$3.21K	0.28%	85
2025 Q3	$684K	Buy	15,322 +1,712	+13%	+$75K	0.29%	85
2025 Q2	$577K	Sell	13,610 -2,684	-16%	-$112K	0.26%	90
2025 Q1	$761K	Sell	16,294 -2,394	-13%	-$108K	0.37%	65
2024 Q4	$800K	Buy	18,688 +1,630	+10%	+$74.1K	0.39%	59
2024 Q3	$749K	Sell	17,058 -1,708	-9%	-$76.3K	0.39%	62
2024 Q2	$855K	Buy	18,766 +1,548	+9%	+$72.1K	0.5%	49
2024 Q1	$813K	Sell	17,218 -532	-3%	-$22.9K	0.53%	46
2023 Q4	$744K	Buy	+17,750	New	+$759K	0.53%	49

Other funds holding XLE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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