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 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Legacy Advisors's XLE Position: Q1 2025 in Review

Legacy Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025: 9,278 shares worth $434K. The stake represents 0.04% of the portfolio and ranks #284 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in XLE as recently as Q2 2022.

Legacy Advisors first reported a position in XLE in Q1 2018 and has held it in 9 quarters since. The position peaked at $498K in Q1 2019. 1,844 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Legacy Advisors held 9,278 shares of State Street Energy Select Sector SPDR ETF worth $434K as of Q1 2025.
State Street Energy Select Sector SPDR ETF was a new Legacy Advisors position in Q1 2025.
State Street Energy Select Sector SPDR ETF made up 0.04% of Legacy Advisors's portfolio in Q1 2025, its #284 holding.
Legacy Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 9 quarters since.
Legacy Advisors's State Street Energy Select Sector SPDR ETF position peaked at $498K in Q1 2019.
1,844 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.