GWSG
XLE icon

GPS Wealth Strategies Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GPS Wealth Strategies Group’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 		$35.8K Sell
800
-22,128
-97% -$985K 0.03% 249
2025
Q3 		$1.02M Sell
22,928
-2,588
-10% -$113K 0.11% 108
2025
Q2 		$1.08M Sell
25,516
-12,112
-32% -$504K 0.12% 101
2025
Q1 		$1.76M Sell
37,628
-17,796
-32% -$802K 0.24% 66
2024
Q4 		$2.37M Sell
55,424
-5,326
-9% -$242K 0.3% 54
2024
Q3 		$2.67M Buy
60,750
+11,460
+23% +$512K 0.36% 47
2024
Q2 		$2.25M Buy
49,290
+13,318
+37% +$620K 0.34% 55
2024
Q1 		$1.7M Sell
35,972
-5,744
-14% -$247K 0.28% 75
2023
Q4 		$1.75M Sell
41,716
-9,432
-18% -$403K 0.32% 62
2023
Q3 		$2.31M Sell
51,148
-53,676
-51% -$2.35M 0.44% 46
2023
Q2 		$4.25M Sell
104,824
-24,476
-19% -$997K 0.79% 24
2023
Q1 		$5.35M Buy
129,300
+37,406
+41% +$1.6M 1.11% 16
2022
Q4 		$4.02M Buy
91,894
+2,718
+3% +$118K 1.21% 18
2022
Q3 		$3.21M Buy
89,176
+4,938
+6% +$187K 0.81% 23
2022
Q2 		$3.01M Buy
84,238
+19,232
+30% +$772K 0.77% 24
2022
Q1 		$2.48M Buy
65,006
+48,480
+293% +$1.68M 0.56% 33
2021
Q4 		$459K Sell
16,526
-118
-0.7% -$3.33K 0.1% 127
2021
Q3 		$433K Sell
16,644
-62
-0.4% -$1.54K 0.11% 126
2021
Q2 		$450K Buy
16,706
+992
+6% +$25.8K 0.11% 121
2021
Q1 		$385K Sell
15,714
-290
-2% -$6.69K 0.11% 119
2020
Q4 		$303K Sell
16,004
-724
-4% -$12.5K 0.11% 130
2020
Q3 		$251K Buy
+16,728
New +$297K 0.1% 129

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

GPS Wealth Strategies Group's XLE Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 97% in Q4 2025, selling an estimated $985K and leaving 800 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #249.

GPS Wealth Strategies Group first reported a position in XLE in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.35M in Q1 2023. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • GPS Wealth Strategies Group held 800 shares of State Street Energy Select Sector SPDR ETF worth $35.8K as of Q4 2025.
  • GPS Wealth Strategies Group sold 22,128 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $985K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #249 holding.
  • GPS Wealth Strategies Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
  • GPS Wealth Strategies Group's State Street Energy Select Sector SPDR ETF position peaked at $5.35M in Q1 2023.
  • 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.