Gallagher Fiduciary Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gallagher Fiduciary 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 Q3	–	Sell	-10,324	Closed	-$438K	–	349
2025 Q2	$438K	Buy	10,324 +32	+0.3%	+$1.33K	0.02%	194
2025 Q1	$481K	Sell	10,292 -1,976	-16%	-$89.1K	0.02%	161
2024 Q4	$525K	Buy	12,268 +3,136	+34%	+$143K	0.1%	135
2024 Q3	$401K	Sell	9,132 -3,202	-26%	-$143K	0.08%	152
2024 Q2	$562K	Sell	12,334 -364	-3%	-$17K	0.13%	95
2024 Q1	$599K	Buy	12,698 +292	+2%	+$12.5K	0.02%	96
2023 Q4	$520K	Sell	12,406 -188	-1%	-$8.04K	0.02%	104
2023 Q3	$569K	Sell	12,594 -2,646	-17%	-$116K	0.05%	89
2023 Q2	$619K	Sell	15,240 -3,286	-18%	-$134K	0.05%	106
2023 Q1	$767K	Buy	+18,526	New	+$792K	0.06%	89

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

Gallagher Fiduciary Advisors's XLE Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 10,324 shares — an estimated $438K sold.

Gallagher Fiduciary Advisors first reported a position in XLE in Q1 2023 and held it in 10 quarters. The position peaked at $767K in Q1 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 10,324 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $438K.
Gallagher Fiduciary Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's State Street Energy Select Sector SPDR ETF position peaked at $767K in Q1 2023.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.