Donoghue Forlines’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Donoghue Forlines’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	-33,164	Closed	-$1.42M	–	150
2024 Q4	$1.42M	Buy	+33,164	New	+$1.51M	0.48%	97
2018 Q3	–	Sell	-596,846	Closed	-$22.7M	–	198
2018 Q2	$22.7M	Buy	596,846 +228,232	+62%	+$8.48M	1.87%	5
2018 Q1	$12.4M	Sell	368,614 -322,356	-47%	-$11.4M	1.08%	55
2017 Q4	$25M	Buy	+690,970	New	+$23.8M	1.89%	6

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

Donoghue Forlines's XLE Position: Q1 2025 in Review

Donoghue Forlines sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 33,164 shares — an estimated $1.42M sold.

Donoghue Forlines first reported a position in XLE in Q4 2017 and held it in 4 quarters. The position peaked at $25M in Q4 2017. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Donoghue Forlines reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Donoghue Forlines sold 33,164 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $1.42M.
Donoghue Forlines first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Donoghue Forlines's State Street Energy Select Sector SPDR ETF position peaked at $25M in Q4 2017.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Donoghue Forlines's 13F filing for Q1 2025, filed 12 May 2025.