Court Place Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Court Place Advisors’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 Q3	$451K	Sell	10,100 -850	-8%	-$37.2K	0.14%	101
2025 Q2	$464K	Sell	10,950 -220	-2%	-$9.16K	0.15%	99
2025 Q1	$522K	Hold	11,170	–	–	0.17%	93
2024 Q4	$478K	Sell	11,170 -2,900	-21%	-$132K	0.16%	98
2024 Q3	$618K	Hold	14,070	–	–	0.18%	90
2024 Q2	$641K	Sell	14,070 -6,050	-30%	-$282K	0.2%	84
2024 Q1	$950K	Sell	20,120 -400	-2%	-$17.2K	0.31%	68
2023 Q4	$860K	Hold	20,520	–	–	0.28%	73
2023 Q3	$927K	Hold	20,520	–	–	0.33%	70
2023 Q2	$833K	Sell	20,520 -900	-4%	-$36.7K	0.29%	72
2023 Q1	$887K	Sell	21,420 -400	-2%	-$17.1K	0.32%	74
2022 Q4	$954K	Hold	21,820	–	–	0.35%	72
2022 Q3	$786K	Hold	21,820	–	–	0.32%	79
2022 Q2	$780K	Hold	21,820	–	–	0.3%	81
2022 Q1	$834K	Hold	21,820	–	–	0.27%	83
2021 Q4	$606K	Sell	21,820 -230	-1%	-$6.5K	0.17%	99
2021 Q3	$574K	Sell	22,050 -1,000	-4%	-$24.8K	0.17%	103
2021 Q2	$621K	Hold	23,050	–	–	0.18%	101
2021 Q1	$565K	Hold	23,050	–	–	0.18%	101
2020 Q4	$437K	Buy	+23,050	New	+$397K	0.15%	113

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Court Place Advisors's XLE Position: Q3 2025 in Review

Court Place Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 7.8% in Q3 2025, selling an estimated $37.2K and leaving 10,100 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #101.

Court Place Advisors first reported a position in XLE in Q4 2020 and has held it in 20 quarters since. The position peaked at $954K in Q4 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Court Place Advisors held 10,100 shares of State Street Energy Select Sector SPDR ETF worth $451K as of Q3 2025.
Court Place Advisors sold 850 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $37.2K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Court Place Advisors's portfolio in Q3 2025, its #101 holding.
Court Place Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Court Place Advisors's State Street Energy Select Sector SPDR ETF position peaked at $954K in Q4 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.