Creekmur Asset Management’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
$44.6K Sell
998
-62
-6% -$2.71K 0.01% 348
2025
Q2
$44.9K Sell
1,060
-354
-25% -$14.7K 0.01% 353
2025
Q1
$66.1K Buy
1,414
+6
+0.4% +$271 0.01% 280
2024
Q4
$60.3K Sell
1,408
-202
-13% -$9.18K 0.01% 206
2024
Q3
$70.7K Buy
1,610
+42
+3% +$1.88K 0.02% 185
2024
Q2
$71.5K Sell
1,568
-314
-17% -$14.6K 0.02% 208
2024
Q1
$88.9K Sell
1,882
-1,932
-51% -$83K 0.03% 183
2023
Q4
$160K Buy
+3,814
New +$163K 0.05% 156

Other funds holding XLE

Creekmur Asset Management's XLE Position: Q3 2025 in Review

Creekmur Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 5.8% in Q3 2025, selling an estimated $2.71K and leaving 998 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #348.

Creekmur Asset Management first reported a position in XLE in Q4 2023 and has held it in 8 quarters since. The position peaked at $160K in Q4 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Creekmur Asset Management held 998 shares of State Street Energy Select Sector SPDR ETF worth $44.6K as of Q3 2025.
  • Creekmur Asset Management sold 62 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $2.71K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #348 holding.
  • Creekmur Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $160K in Q4 2023.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.