Coppell Advisory Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,780
Closed -$204K 418
2025
Q2
$204K Buy
+4,780
New +$199K 0.02% 355
2025
Q1
Sell
-3,742
Closed -$158K 1906
2024
Q4
$158K Sell
3,742
-128
-3% -$5.82K 0.02% 323
2024
Q3
$169K Sell
3,870
-534
-12% -$23.9K 0.02% 314
2024
Q2
$201K Buy
+4,404
New +$205K 0.03% 259
2023
Q4
$311K Buy
7,410
+2,182
+42% +$93.3K 0.06% 202
2023
Q3
$229K Sell
5,228
-2,970
-36% -$130K 0.08% 153
2023
Q2
$331K Buy
8,198
+468
+6% +$19.1K 0.09% 145
2023
Q1
$318K Buy
7,730
+2,502
+48% +$107K 0.1% 150
2022
Q4
$229K Buy
+5,228
New +$228K 0.08% 157

Other funds holding XLE

Coppell Advisory Solutions's XLE Position: Q3 2025 in Review

Coppell Advisory Solutions sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 4,780 shares — an estimated $204K sold.

Coppell Advisory Solutions first reported a position in XLE in Q4 2022 and held it in 9 quarters. The position peaked at $331K in Q2 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Coppell Advisory Solutions reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,780 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $204K.
  • Coppell Advisory Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
  • Coppell Advisory Solutions's State Street Energy Select Sector SPDR ETF position peaked at $331K in Q2 2023.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Coppell Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.