Guardian Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Guardian Partners’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	–	Sell	-117,980	Closed	-$4.79M	–	178
2025 Q1	$4.79M	Buy	+117,980	New	+$5.32M	0.5%	64

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Partners's XLE Position: Q2 2025 in Review

Guardian Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 117,980 shares — an estimated $4.79M sold.

Guardian Partners first reported a position in XLE in Q1 2025 and held it in 1 quarter. The position peaked at $4.79M in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Guardian Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Guardian Partners sold 117,980 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $4.79M.
Guardian Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
Guardian Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.79M in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Guardian Partners's 13F filing for Q2 2025, filed 7 Aug 2025.