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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.45K Hold
152
﹤0.01% 344
2025
Q1
$7.1K Sell
152
-290
-66% -$13.1K ﹤0.01% 313
2024
Q4
$18.9K Hold
442
0.01% 189
2024
Q3
$19.4K Buy
+442
New +$19.8K 0.01% 179
2024
Q1
Sell
-10
Closed -$429 520
2023
Q4
$429 Buy
+10
New +$428 ﹤0.01% 458
2023
Q2
Sell
-72
Closed -$2.98K 354
2023
Q1
$2.98K Hold
72
﹤0.01% 230
2022
Q4
$3K Buy
72
+68
+1,700% +$2.96K ﹤0.01% 187
2022
Q3
$0 Sell
4
-40
-91% -$1.51K ﹤0.01% 301
2022
Q2
$2K Buy
+44
New +$1.76K ﹤0.01% 207

Other funds holding XLE

Iron Horse Wealth Management's XLE Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2025 at 152 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Iron Horse Wealth Management first reported a position in XLE in Q2 2022 and has held it in 9 quarters since. The position peaked at $19.4K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Iron Horse Wealth Management held 152 shares of State Street Energy Select Sector SPDR ETF worth $6.45K as of Q2 2025.
  • Iron Horse Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2025.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #344 holding.
  • Iron Horse Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 9 quarters since.
  • Iron Horse Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $19.4K in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.