Dunhill Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Dunhill Financial’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
2026 Q1	$60.9K	Buy	993 +3	+0.3%	+$161	0.01%	283
2025 Q4	$44.3K	Buy	990 +4	+0.4%	+$178	0.01%	288
2025 Q3	$44.1K	Sell	986 -566	-36%	-$24.8K	0.01%	277
2025 Q2	$65.8K	Buy	1,552 +962	+163%	+$40.1K	0.02%	210
2025 Q1	$27.6K	Buy	590 +4	+0.7%	+$180	0.01%	254
2024 Q4	$25.1K	Buy	586 +2	+0.3%	+$91	0.01%	252
2024 Q3	$25.6K	Buy	584 +4	+0.7%	+$179	0.01%	238
2024 Q2	$26.4K	Buy	580 +4	+0.7%	+$186	0.02%	184
2024 Q1	$27.2K	Sell	576 -28	-5%	-$1.2K	0.02%	148
2023 Q4	$25.3K	Buy	+604	New	+$25.8K	0.02%	139

Other funds holding XLE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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