Congress Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
HC
Congress Wealth Management's XLE Position: Q2 2025 in Review
Congress Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q2 2025, buying an estimated $1.85M and bringing the position to 1,064,366 shares worth $45.1M. The position accounts for 0.44% of the portfolio, ranked #43.
Congress Wealth Management first reported a position in XLE in Q4 2021 and has held it in 15 quarters since. The position peaked at $99.6M in Q3 2023. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.
- Congress Wealth Management held 1,064,366 shares of State Street Energy Select Sector SPDR ETF worth $45.1M as of Q2 2025.
- Congress Wealth Management bought 44,338 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $1.85M.
- State Street Energy Select Sector SPDR ETF made up 0.44% of Congress Wealth Management's portfolio in Q2 2025, its #43 holding.
- Congress Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
- Congress Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $99.6M in Q3 2023.
- 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.