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

Ehrlich Financial Group’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	-7,306	Closed	-$313K	–	122
2024 Q4	$313K	Buy	7,306 +1,668	+30%	+$75.8K	0.22%	82
2024 Q3	$247K	Sell	5,638 -10,994	-66%	-$491K	0.18%	89
2024 Q2	$758K	Buy	16,632 +10,570	+174%	+$492K	0.6%	38
2024 Q1	$286K	Sell	6,062 -376	-6%	-$16.2K	0.24%	77
2023 Q4	$270K	Buy	+6,438	New	+$275K	0.27%	76

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

Ehrlich Financial Group's XLE Position: Q1 2025 in Review

Ehrlich Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 7,306 shares — an estimated $313K sold.

Ehrlich Financial Group first reported a position in XLE in Q4 2023 and held it in 5 quarters. The position peaked at $758K in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Ehrlich Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Ehrlich Financial Group sold 7,306 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $313K.
Ehrlich Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Ehrlich Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $758K in Q2 2024.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Ehrlich Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.