Financial Partners Group (Tennessee)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Partners Group (Tennessee)’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 Q2	$408K	Sell	9,616 -20,360	-68%	-$848K	0.15%	69
2025 Q1	$1.4M	Sell	29,976 -13,372	-31%	-$603K	0.61%	41
2024 Q4	$1.86M	Buy	43,348 +22,682	+110%	+$1.03M	0.77%	32
2024 Q3	$907K	Sell	20,666 -11,450	-36%	-$512K	0.34%	61
2024 Q2	$1.46M	Sell	32,116 -730	-2%	-$34K	0.57%	47
2024 Q1	$1.55M	Buy	32,846 +446	+1%	+$19.2K	0.6%	41
2023 Q4	$1.36M	Buy	32,400 +150	+0.5%	+$6.41K	0.61%	41
2023 Q3	$1.46M	Sell	32,250 -3,604	-10%	-$158K	0.7%	35
2023 Q2	$1.46M	Buy	35,854 +232	+0.7%	+$9.45K	0.73%	32
2023 Q1	$1.48M	Sell	35,622 -242	-0.7%	-$10.3K	0.77%	32
2022 Q4	$1.57M	Buy	+35,864	New	+$1.56M	0.93%	28

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Partners Group (Tennessee)'s XLE Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 68% in Q2 2025, selling an estimated $848K and leaving 9,616 shares worth $408K. The position accounts for 0.15% of the portfolio, ranked #69.

Financial Partners Group (Tennessee) first reported a position in XLE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2024. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Financial Partners Group (Tennessee) held 9,616 shares of State Street Energy Select Sector SPDR ETF worth $408K as of Q2 2025.
Financial Partners Group (Tennessee) sold 20,360 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $848K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #69 holding.
Financial Partners Group (Tennessee) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s State Street Energy Select Sector SPDR ETF position peaked at $1.86M in Q4 2024.
1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.