Core Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Core Wealth 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	-4,836	Closed	-$226K	–	188
2025 Q1	$226K	Buy	4,836 +14	+0.3%	+$631	0.13%	154
2024 Q4	$206K	Sell	4,822 -1,570	-25%	-$71.3K	0.12%	159
2024 Q3	$281K	Buy	6,392 +30	+0.5%	+$1.34K	0.17%	124
2024 Q2	$290K	Buy	6,362 +576	+10%	+$26.8K	0.2%	104
2024 Q1	$273K	Sell	5,786 -1,506	-21%	-$64.7K	0.21%	101
2023 Q4	$306K	Buy	7,292 +32	+0.4%	+$1.37K	0.25%	79
2023 Q3	$328K	Sell	7,260 -474	-6%	-$20.7K	0.3%	70
2023 Q2	$314K	Buy	7,734 +1,876	+32%	+$76.4K	0.29%	74
2023 Q1	$243K	Buy	+5,858	New	+$250K	0.24%	76

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

Core Wealth Partners's XLE Position: Q2 2025 in Review

Core Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,836 shares — an estimated $226K sold.

Core Wealth Partners first reported a position in XLE in Q1 2023 and held it in 9 quarters. The position peaked at $328K in Q3 2023. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Core Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Core Wealth Partners sold 4,836 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $226K.
Core Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Core Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $328K in Q3 2023.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.