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

Guerra 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 Q3	$37.6K	Buy	+842	New	+$36.9K	0.01%	171

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MMH

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

Guerra Advisors's XLE Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025: 842 shares worth $37.6K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Guerra Advisors held 842 shares of State Street Energy Select Sector SPDR ETF worth $37.6K as of Q3 2025.
State Street Energy Select Sector SPDR ETF was a new Guerra Advisors position in Q3 2025.
State Street Energy Select Sector SPDR ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #171 holding.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.