FSA Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

FSA Wealth 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 Q3	$22.3K	Buy	500 +4	+0.8%	+$175	0.01%	244
2025 Q2	$21.1K	Buy	496 +2	+0.4%	+$83	0.01%	236
2025 Q1	$23.1K	Buy	494 +2	+0.4%	+$90	0.01%	210
2024 Q4	$21.1K	Buy	492 +2	+0.4%	+$91	0.01%	228
2024 Q3	$21.5K	Buy	+490	New	+$21.9K	0.01%	233
2024 Q1	$22.9K	Buy	484 +2	+0.4%	+$86	0.01%	234
2023 Q4	$20K	Buy	+482	New	+$20.6K	0.01%	234
2020 Q3	–	Sell	-200	Closed	-$4K	–	368
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	343
2020 Q1	$3K	Buy	+200	New	+$4.74K	﹤0.01%	343

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MMH

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

FSA Wealth Management's XLE Position: Q3 2025 in Review

FSA Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.81% in Q3 2025, buying an estimated $175 and bringing the position to 500 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #244.

FSA Wealth Management first reported a position in XLE in Q1 2020 and has held it in 9 quarters since. The position peaked at $23.1K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

FSA Wealth Management held 500 shares of State Street Energy Select Sector SPDR ETF worth $22.3K as of Q3 2025.
FSA Wealth Management bought 4 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $175.
State Street Energy Select Sector SPDR ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #244 holding.
FSA Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 9 quarters since.
FSA Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $23.1K in Q1 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.