Dynasty Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
HC
Dynasty Wealth Management's XLE Position: Q2 2025 in Review
Dynasty Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 19,838 shares — an estimated $927K sold.
Dynasty Wealth Management first reported a position in XLE in Q2 2018 and held it in 5 quarters. The position peaked at $57.1M in Q4 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.
- Dynasty Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Dynasty Wealth Management sold 19,838 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $927K.
- Dynasty Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 5 quarters.
- Dynasty Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $57.1M in Q4 2024.
- 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.
Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.