Garde Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Garde Capital’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	-3,364	Closed	-$143K	–	826
2025 Q2	$143K	Buy	3,364 +1,060	+46%	+$44.1K	0.01%	248
2025 Q1	$108K	Buy	+2,304	New	+$104K	0.01%	269
2024 Q4	–	Sell	-2,304	Closed	-$101K	–	286
2024 Q3	$101K	Hold	2,304	–	–	0.01%	264
2024 Q2	$105K	Sell	2,304 -200	-8%	-$9.31K	0.01%	259
2024 Q1	$118K	Buy	+2,504	New	+$108K	0.01%	264
2023 Q2	–	Sell	-3,702	Closed	-$153K	–	289
2023 Q1	$153K	Buy	3,702 +2	+0.1%	+$86	0.02%	209
2022 Q4	$162K	Sell	3,700 -10,156	-73%	-$442K	0.02%	195
2022 Q3	$499K	Buy	13,856 +100	+0.7%	+$3.78K	0.06%	110
2022 Q2	$492K	Sell	13,756 -152,366	-92%	-$6.11M	0.06%	116
2022 Q1	$6.35M	Sell	166,122 -18,686	-10%	-$647K	0.65%	32
2021 Q4	$5.13M	Sell	184,808 -10,146	-5%	-$287K	0.5%	37
2021 Q3	$5.08M	Buy	194,954 +188	+0.1%	+$4.66K	0.53%	35
2021 Q2	$5.25M	Buy	194,766 +174	+0.1%	+$4.53K	0.54%	35
2021 Q1	$4.77M	Sell	194,592 -6,818	-3%	-$157K	0.55%	32
2020 Q4	$3.82M	Buy	201,410 +26,524	+15%	+$457K	0.46%	36
2020 Q3	$2.62M	Buy	174,886 +31,268	+22%	+$555K	0.39%	39
2020 Q2	$2.72M	Buy	+143,618	New	+$2.67M	0.39%	39

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

Garde Capital's XLE Position: Q3 2025 in Review

Garde Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 3,364 shares — an estimated $143K sold.

Garde Capital first reported a position in XLE in Q2 2020 and held it in 17 quarters. The position peaked at $6.35M in Q1 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Garde Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 3,364 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $143K.
Garde Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 17 quarters.
Garde Capital's State Street Energy Select Sector SPDR ETF position peaked at $6.35M in Q1 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.