Financial Network Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Network Wealth Advisors’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 Q4	–	Sell	-50	Closed	-$2.23K	–	855
2025 Q3	$2.23K	Buy	+50	New	+$2.19K	﹤0.01%	652

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Financial Network Wealth Advisors's XLE Position: Q4 2025 in Review

Financial Network Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 50 shares — an estimated $2.23K sold.

Financial Network Wealth Advisors first reported a position in XLE in Q3 2025 and held it in 1 quarter. The position peaked at $2.23K in Q3 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Financial Network Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Financial Network Wealth Advisors sold 50 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $2.23K.
Financial Network Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
Financial Network Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.23K in Q3 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.