Cutter & Co Brokerage’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-5,132	Closed	-$220K	–	241
2024 Q4	$220K	Sell	5,132 -140	-3%	-$6.36K	0.05%	167
2024 Q3	$231K	Buy	5,272 +24	+0.5%	+$1.07K	0.05%	173
2024 Q2	$239K	Buy	+5,248	New	+$244K	0.06%	168
2024 Q1	–	Sell	-4,970	Closed	-$208K	–	217
2023 Q4	$208K	Sell	4,970 -902	-15%	-$38.6K	0.06%	174
2023 Q3	$265K	Sell	5,872 -1,254	-18%	-$54.9K	0.08%	148
2023 Q2	$289K	Buy	7,126 +378	+6%	+$15.4K	0.09%	149
2023 Q1	$279K	Sell	6,748 -198	-3%	-$8.46K	0.09%	161
2022 Q4	$304K	Buy	+6,946	New	+$302K	0.1%	148

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cutter & Co Brokerage's XLE Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 5,132 shares — an estimated $220K sold.

Cutter & Co Brokerage first reported a position in XLE in Q4 2022 and held it in 8 quarters. The position peaked at $304K in Q4 2022. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Cutter & Co Brokerage reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 5,132 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $220K.
Cutter & Co Brokerage first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Cutter & Co Brokerage's State Street Energy Select Sector SPDR ETF position peaked at $304K in Q4 2022.
1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.