Good Life Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Good Life 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 Q2	$1.28M	Buy	30,174 +874	+3%	+$36.4K	0.08%	179
2025 Q1	$1.37M	Sell	29,300 -972	-3%	-$43.8K	0.1%	167
2024 Q4	$1.3M	Buy	30,272 +732	+2%	+$33.3K	0.09%	163
2024 Q3	$1.3M	Buy	29,540 +1,924	+7%	+$86K	0.08%	185
2024 Q2	$1.26M	Sell	27,616 -998	-3%	-$46.5K	0.1%	160
2024 Q1	$1.35M	Sell	28,614 -2,014	-7%	-$86.5K	0.12%	135
2023 Q4	$1.28M	Sell	30,628 -32,126	-51%	-$1.37M	0.13%	133
2023 Q3	$2.84M	Buy	62,754 +3,098	+5%	+$136K	0.32%	63
2023 Q2	$2.42M	Buy	59,656 +5,658	+10%	+$230K	0.27%	73
2023 Q1	$2.24M	Sell	53,998 -42,978	-44%	-$1.84M	0.29%	74
2022 Q4	$4.24M	Buy	96,976 +24,316	+33%	+$1.06M	0.59%	43
2022 Q3	$2.62M	Sell	72,660 -19,952	-22%	-$755K	0.39%	59
2022 Q2	$3.31M	Buy	92,612 +7,730	+9%	+$310K	0.46%	54
2022 Q1	$3.24M	Sell	84,882 -28,724	-25%	-$995K	0.41%	54
2021 Q4	$3.15M	Buy	+113,606	New	+$3.21M	0.38%	57
2021 Q3	–	Sell	-31,336	Closed	-$844K	–	387
2021 Q2	$844K	Buy	31,336 +21,262	+211%	+$553K	0.16%	108
2021 Q1	$245K	Buy	+10,074	New	+$232K	0.05%	248
2019 Q3	–	Sell	-8,866	Closed	-$282K	–	273
2019 Q2	$282K	Sell	8,866 -1,468	-14%	-$47K	0.08%	180
2019 Q1	$340K	Sell	10,334 -1,948	-16%	-$62.6K	0.1%	153
2018 Q4	$352K	Sell	12,282 -202	-2%	-$6.76K	0.11%	144
2018 Q3	$475K	Buy	12,484 +2,900	+30%	+$109K	0.14%	124
2018 Q2	$364K	Sell	9,584 -172	-2%	-$6.39K	0.12%	140
2018 Q1	$320K	Buy	9,756 +780	+9%	+$27.6K	0.11%	144
2017 Q4	$338K	Buy	8,976 +1,452	+19%	+$50K	0.11%	148
2017 Q3	$256K	Buy	+7,524	New	+$245K	0.1%	166

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Good Life Advisors's XLE Position: Q2 2025 in Review

Good Life Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q2 2025, buying an estimated $36.4K and bringing the position to 30,174 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #179.

Good Life Advisors first reported a position in XLE in Q3 2017 and has held it in 25 quarters since. The position peaked at $4.24M in Q4 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Good Life Advisors held 30,174 shares of State Street Energy Select Sector SPDR ETF worth $1.28M as of Q2 2025.
Good Life Advisors bought 874 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $36.4K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Good Life Advisors's portfolio in Q2 2025, its #179 holding.
Good Life Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and has held it in 25 quarters since.
Good Life Advisors's State Street Energy Select Sector SPDR ETF position peaked at $4.24M in Q4 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.