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Foster Dykema Cabot & Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Foster Dykema Cabot & Partners’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
2026
Q1 		$7.11K Hold
116
– – ﹤0.01% 270
2025
Q4 		$5.19K Sell
116
-546
-82% -$24.3K ﹤0.01% 282
2025
Q3 		$29.6K Hold
662
– – ﹤0.01% 263
2025
Q2 		$28.1K Hold
662
– – ﹤0.01% 232
2025
Q1 		$30.9K Buy
662
+546
+471% +$24.6K ﹤0.01% 219
2024
Q4 		$4.97K Hold
116
– – ﹤0.01% 331
2024
Q3 		$5.09K Hold
116
– – ﹤0.01% 408
2024
Q2 		$5.29K Hold
116
– – ﹤0.01% 289
2024
Q1 		$5.48K Hold
116
– – ﹤0.01% 296
2023
Q4 		$4.86K Buy
+116
New +$4.96K ﹤0.01% 239

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return