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Carolinas Wealth Consulting’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-6,570
Closed -$307K – 976
2025
Q1 		$307K Buy
6,570
+2,730
+71% +$123K 0.07% 137
2024
Q4 		$164K Sell
3,840
-36
-0.9% -$1.64K 0.03% 201
2024
Q3 		$170K Buy
3,876
+68
+2% +$3.04K 0.03% 197
2024
Q2 		$174K Sell
3,808
-998
-21% -$46.5K 0.03% 187
2024
Q1 		$227K Buy
4,806
+2,722
+131% +$117K 0.04% 161
2023
Q4 		$87.3K Buy
2,084
+18
+0.9% +$770 0.02% 254
2023
Q3 		$88K Buy
2,066
+14
+0.7% +$613 0.02% 229
2023
Q2 		$83.3K Buy
2,052
+16
+0.8% +$652 0.02% 287
2023
Q1 		$84.3K Sell
2,036
-582
-22% -$24.9K 0.02% 289
2022
Q4 		$115K Sell
2,618
-3,484
-57% -$152K 0.03% 247
2022
Q3 		$220K Hold
6,102
– – 0.06% 147
2022
Q2 		$218K Sell
6,102
-2,618
-30% -$105K 0.05% 148
2022
Q1 		$333K Sell
8,720
-2,794
-24% -$96.8K 0.07% 120
2021
Q4 		$320K Buy
11,514
+140
+1% +$3.96K 0.07% 127
2021
Q3 		$296K Buy
11,374
+132
+1% +$3.27K 0.07% 121
2021
Q2 		$303K Sell
11,242
-658
-6% -$17.1K 0.07% 128
2021
Q1 		$292K Buy
11,900
+114
+1% +$2.63K 0.07% 128
2020
Q4 		$223K Buy
11,786
+816
+7% +$14.1K 0.06% 139
2020
Q3 		$164K Sell
10,970
-5,296
-33% -$94K 0.06% 149
2020
Q2 		$308K Buy
16,266
+13,776
+553% +$256K 0.12% 77
2020
Q1 		$36K Buy
+2,490
New +$59.1K 0.02% 132

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's XLE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 6,570 shares — an estimated $307K sold.

Carolinas Wealth Consulting first reported a position in XLE in Q1 2020 and held it in 21 quarters. The position peaked at $333K in Q1 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6,570 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $307K.
  • Carolinas Wealth Consulting first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's State Street Energy Select Sector SPDR ETF position peaked at $333K in Q1 2022.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.