Iams Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Iams Wealth Management’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
2023 Q3	–	Sell	-8,976	Closed	-$362K	–	236
2023 Q2	$362K	Buy	+8,976	New	+$366K	0.13%	104

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

Iams Wealth Management's XLE Position: Q3 2025 in Review

Iams Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 4,770 shares — an estimated $202K sold.

Iams Wealth Management first reported a position in XLE in Q4 2022 and held it in 9 quarters. The position peaked at $616K in Q2 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Iams Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Iams Wealth Management sold 4,770 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $202K.
Iams Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Iams Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $616K in Q2 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.