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

Legacy 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 Q2	–	Sell	-9,278	Closed	-$434K	–	419
2025 Q1	$434K	Buy	+9,278	New	+$418K	0.04%	284
2022 Q3	–	Sell	-12,100	Closed	-$433K	–	244
2022 Q2	$433K	Buy	12,100 +1,500	+14%	+$60.2K	0.09%	131
2022 Q1	$405K	Buy	+10,600	New	+$367K	0.08%	136
2019 Q3	–	Sell	-7,554	Closed	-$241K	–	334
2019 Q2	$241K	Sell	7,554 -7,526	-50%	-$241K	0.16%	98
2019 Q1	$498K	Buy	15,080 +7,552	+100%	+$243K	0.16%	106
2018 Q4	$216K	Buy	7,528 +122	+2%	+$4.08K	0.16%	108
2018 Q3	$280K	Buy	7,406 +10	+0.1%	+$375	0.14%	118
2018 Q2	$281K	Buy	7,396 +5,898	+394%	+$219K	0.21%	77
2018 Q1	$53K	Buy	+1,498	New	+$53K	0.04%	158

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

Legacy Advisors's XLE Position: Q2 2025 in Review

Legacy Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 9,278 shares — an estimated $434K sold.

Legacy Advisors first reported a position in XLE in Q1 2018 and held it in 9 quarters. The position peaked at $498K in Q1 2019. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Legacy Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 9,278 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $434K.
Legacy Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 9 quarters.
Legacy Advisors's State Street Energy Select Sector SPDR ETF position peaked at $498K in Q1 2019.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.