Consolidated Portfolio Review Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-78,076	Closed	-$3.49M	–	436
2025 Q3	$3.49M	Buy	78,076 +7,578	+11%	+$332K	0.44%	57
2025 Q2	$2.99M	Buy	70,498 +6,574	+10%	+$274K	0.41%	59
2025 Q1	$2.99M	Buy	63,924 +2,690	+4%	+$121K	0.48%	53
2024 Q4	$2.62M	Buy	61,234 +8,876	+17%	+$403K	0.42%	61
2024 Q3	$2.3M	Buy	52,358 +2,788	+6%	+$125K	0.51%	46
2024 Q2	$2.26M	Buy	49,570 +39,462	+390%	+$1.84M	0.53%	46
2024 Q1	$477K	Buy	+10,108	New	+$434K	0.13%	167
2023 Q4	–	Sell	-12,820	Closed	-$579K	–	331
2023 Q3	$579K	Buy	+12,820	New	+$561K	0.14%	158

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Consolidated Portfolio Review Corp's XLE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 78,076 shares — an estimated $3.49M sold.

Consolidated Portfolio Review Corp first reported a position in XLE in Q3 2023 and held it in 8 quarters. The position peaked at $3.49M in Q3 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 78,076 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $3.49M.
Consolidated Portfolio Review Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's State Street Energy Select Sector SPDR ETF position peaked at $3.49M in Q3 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.