Genesis Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
HC
Genesis Wealth Advisors's XLE Position: Q2 2025 in Review
Genesis Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 75,668 shares — an estimated $3.54M sold.
Genesis Wealth Advisors first reported a position in XLE in Q4 2014 and held it in 5 quarters. The position peaked at $3.54M in Q1 2025. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.
- Genesis Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Genesis Wealth Advisors sold 75,668 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $3.54M.
- Genesis Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 5 quarters.
- Genesis Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.54M in Q1 2025.
- 1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.
Based on Genesis Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.