Colony Family Offices’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Colony Family Offices’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	-174	Closed	-$8.13K	–	70
2025 Q1	$8.13K	Hold	174	–	–	﹤0.01%	70
2024 Q4	$7.45K	Hold	174	–	–	﹤0.01%	75
2024 Q3	$7.64K	Buy	+174	New	+$7.78K	﹤0.01%	64
2023 Q2	–	Sell	-6,000	Closed	-$248K	–	93
2023 Q1	$248K	Buy	+6,000	New	+$257K	0.1%	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

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

Colony Family Offices's XLE Position: Q2 2025 in Review

Colony Family Offices sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 174 shares — an estimated $8.13K sold.

Colony Family Offices first reported a position in XLE in Q1 2023 and held it in 4 quarters. The position peaked at $248K in Q1 2023. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Colony Family Offices reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Colony Family Offices sold 174 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $8.13K.
Colony Family Offices first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Colony Family Offices's State Street Energy Select Sector SPDR ETF position peaked at $248K in Q1 2023.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Colony Family Offices's 13F filing for Q2 2025, filed 23 Jul 2025.