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Freedom Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Freedom Investment Management’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
-12,402
Closed -$554K – 145
2025
Q3 		$554K Sell
12,402
-26,010
-68% -$1.14M 0.15% 70
2025
Q2 		$1.63M Buy
38,412
+11,180
+41% +$466K 0.13% 138
2025
Q1 		$1.27M Sell
27,232
-16,428
-38% -$741K 0.11% 172
2024
Q4 		$1.87M Sell
43,660
-1,180
-3% -$53.6K 0.16% 118
2024
Q3 		$1.97M Sell
44,840
-4,748
-10% -$212K 0.16% 119
2024
Q2 		$2.26M Buy
49,588
+236
+0.5% +$11K 0.19% 92
2024
Q1 		$2.33M Sell
49,352
-2,972
-6% -$128K 0.19% 96
2023
Q4 		$2.19M Buy
52,324
+9,998
+24% +$428K 0.18% 103
2023
Q3 		$1.91M Buy
42,326
+9,636
+29% +$422K 0.23% 99
2023
Q2 		$1.33M Buy
32,690
+11,536
+55% +$470K 0.15% 173
2023
Q1 		$876K Buy
+21,154
New +$904K 0.1% 266
2022
Q4 		– Sell
-12,636
Closed -$455K – 798
2022
Q3 		$455K Sell
12,636
-374
-3% -$14.1K 0.05% 451
2022
Q2 		$465K Sell
13,010
-46,020
-78% -$1.85M 0.05% 476
2022
Q1 		$2.26M Sell
59,030
-14,998
-20% -$519K 0.2% 121
2021
Q4 		$2.05M Sell
74,028
-60,062
-45% -$1.7M 0.15% 176
2021
Q3 		$3.49M Sell
134,090
-126,086
-48% -$3.12M 0.27% 78
2021
Q2 		$7.01M Buy
+260,176
New +$6.77M 0.52% 31
2021
Q1 		– Sell
-49,754
Closed -$943K – 916
2020
Q4 		$943K Buy
+49,754
New +$857K 0.1% 196
2019
Q4 		– Sell
-55,972
Closed -$1.66M – 711
2019
Q3 		$1.66M Buy
55,972
+42,078
+303% +$1.27M 0.14% 145
2019
Q2 		$443K Buy
+13,894
New +$445K 0.04% 393
2018
Q1 		– Sell
-6,456
Closed -$233K – 1228
2017
Q4 		$233K Sell
6,456
-1,036
-14% -$35.7K 0.01% 984
2017
Q3 		$257K Sell
7,492
-155,152
-95% -$5.05M 0.01% 916
2017
Q2 		$5.28M Buy
162,644
+125,416
+337% +$4.21M 0.3% 34
2017
Q1 		$1.3M Buy
37,228
+12,534
+51% +$453K 0.08% 217
2016
Q4 		$930K Buy
24,694
+2,604
+12% +$94.2K 0.06% 266
2016
Q3 		$780K Buy
22,090
+2,662
+14% +$91.2K 0.05% 318
2016
Q2 		$663K Sell
19,428
-3,794
-16% -$125K 0.05% 336
2016
Q1 		$719K Sell
23,222
-19,684
-46% -$571K 0.05% 292
2015
Q4 		$1.29M Sell
42,906
-325,076
-88% -$10.7M 0.1% 168
2015
Q3 		$3.51M Buy
367,982
+361,416
+5,504% +$12.2M 0.36% 38
2015
Q2 		$247K Sell
6,566
-456
-6% -$18.1K 0.03% 570
2015
Q1 		$272K Buy
7,022
+1,686
+32% +$65.3K 0.03% 503
2014
Q4 		$211K Sell
5,336
-588
-10% -$24.4K 0.03% 537
2014
Q3 		$268K Sell
5,924
-800
-12% -$38.7K 0.05% 365
2014
Q2 		$337K Buy
6,724
+1,544
+30% +$73.1K 0.06% 309
2014
Q1 		$231K Buy
5,180
+106
+2% +$4.57K 0.05% 356
2013
Q4 		$225K Sell
5,074
-884
-15% -$38.1K 0.06% 357
2013
Q3 		$247K Buy
5,958
+130
+2% +$5.36K 0.07% 270
2013
Q2 		$228K Buy
+5,828
New +$231K 0.08% 246

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Freedom Investment Management's XLE Position: Q4 2025 in Review

Freedom Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 12,402 shares — an estimated $554K sold.

Freedom Investment Management first reported a position in XLE in Q2 2013 and held it in 39 quarters. The position peaked at $7.01M in Q2 2021. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Freedom Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,402 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $554K.
  • Freedom Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 39 quarters.
  • Freedom Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $7.01M in Q2 2021.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.