Cascade Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cascade Financial Partners’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	-4,376	Closed	-$204K	–	267
2025 Q1	$204K	Buy	+4,376	New	+$197K	0.03%	237
2024 Q4	–	Sell	-4,612	Closed	-$208K	–	251
2024 Q3	$208K	Buy	+4,612	New	+$206K	0.03%	233

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascade Financial Partners's XLE Position: Q2 2025 in Review

Cascade Financial Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,376 shares — an estimated $204K sold.

Cascade Financial Partners first reported a position in XLE in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Cascade Financial Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Cascade Financial Partners sold 4,376 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $204K.
Cascade Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
Cascade Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $208K in Q3 2024.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Cascade Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.