Laird Norton Wetherby Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$1.3M	Buy	28,998 +18,668	+181%	+$817K	0.05%	325
2025 Q2	$438K	Buy	+10,330	New	+$430K	0.02%	612
2024 Q4	$441K	Hold	10,300	–	–	0.02%	573
2024 Q3	$452K	Hold	10,300	–	–	0.02%	595
2024 Q2	$469K	Sell	10,300 -342	-3%	-$15.9K	0.02%	554
2024 Q1	$502K	Hold	10,642	–	–	0.02%	551
2023 Q4	$446K	Sell	10,642 -2,346	-18%	-$100K	0.02%	585
2023 Q3	$587K	Buy	12,988 +1,944	+18%	+$85.1K	0.03%	467
2023 Q2	$448K	Buy	11,044 +678	+7%	+$27.6K	0.02%	580
2023 Q1	$429K	Sell	10,366 -322	-3%	-$13.8K	0.03%	593
2022 Q4	$467K	Sell	10,688 -10,106	-49%	-$440K	0.03%	545
2022 Q3	$749K	Buy	20,794 +2,742	+15%	+$104K	0.05%	353
2022 Q2	$645K	Buy	18,052 +4,382	+32%	+$176K	0.04%	411
2022 Q1	$522K	Buy	+13,670	New	+$473K	0.03%	509
2021 Q3	–	Sell	-15,886	Closed	-$428K	–	964
2021 Q2	$428K	Buy	+15,886	New	+$413K	0.03%	575
2020 Q2	–	Sell	-70,772	Closed	-$1.03M	–	755
2020 Q1	$1.03M	Buy	+70,772	New	+$1.68M	0.12%	185
2019 Q4	–	Sell	-104,958	Closed	-$3.11M	–	724
2019 Q3	$3.11M	Buy	+104,958	New	+$3.17M	0.32%	67

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

Laird Norton Wetherby Wealth Management's XLE Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 181% in Q3 2025, buying an estimated $817K and bringing the position to 28,998 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #325.

Laird Norton Wetherby Wealth Management first reported a position in XLE in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.11M in Q3 2019. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Laird Norton Wetherby Wealth Management held 28,998 shares of State Street Energy Select Sector SPDR ETF worth $1.3M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 18,668 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $817K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #325 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and has held it in 17 quarters since.
Laird Norton Wetherby Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.11M in Q3 2019.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.