Elevation Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
HC
Elevation Wealth Partners's XLE Position: Q2 2025 in Review
Elevation Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 668 shares — an estimated $31.2K sold.
Elevation Wealth Partners first reported a position in XLE in Q4 2023 and held it in 6 quarters. The position peaked at $55.6K in Q4 2023. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.
- Elevation Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Elevation Wealth Partners sold 668 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $31.2K.
- Elevation Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
- Elevation Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $55.6K in Q4 2023.
- 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.
Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.