Gendell Jeffrey L’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Gendell Jeffrey L’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	-208,104	Closed	-$9.3M	–	100
2025 Q3	$9.3M	Buy	+208,104	New	+$9.11M	0.17%	43
2025 Q2	–	Sell	-70,000	Closed	-$3.27M	–	89
2025 Q1	$3.27M	Buy	+70,000	New	+$3.16M	0.14%	53
2016 Q4	–	Sell	-10,000	Closed	-$353K	–	69
2016 Q3	$353K	Sell	10,000 -12,000	-55%	-$411K	0.05%	57
2016 Q2	$751K	Hold	22,000	–	–	0.15%	46
2016 Q1	$681K	Hold	22,000	–	–	0.13%	53
2015 Q4	$664K	Hold	22,000	–	–	0.12%	48
2015 Q3	$673K	Hold	22,000	–	–	0.14%	49
2015 Q2	$827K	Hold	22,000	–	–	0.14%	51
2015 Q1	$853K	Sell	22,000 -60,000	-73%	-$2.32M	0.13%	50
2014 Q4	$3.25M	Buy	+82,000	New	+$3.41M	0.54%	35

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

MMH

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Gendell Jeffrey L's XLE Position: Q4 2025 in Review

Gendell Jeffrey L sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 208,104 shares — an estimated $9.3M sold.

Gendell Jeffrey L first reported a position in XLE in Q4 2014 and held it in 10 quarters. The position peaked at $9.3M in Q3 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Gendell Jeffrey L reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Gendell Jeffrey L sold 208,104 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $9.3M.
Gendell Jeffrey L first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 10 quarters.
Gendell Jeffrey L's State Street Energy Select Sector SPDR ETF position peaked at $9.3M in Q3 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Gendell Jeffrey L's 13F filing for Q4 2025, filed 13 Feb 2026.