LGT Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
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HC
LGT Financial Advisors's XLE Position: Q4 2025 in Review
LGT Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 310 shares — an estimated $13.8K sold.
LGT Financial Advisors first reported a position in XLE in Q4 2022 and held it in 10 quarters. The position peaked at $70.7K in Q4 2023. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.
- LGT Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- LGT Financial Advisors sold 310 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $13.8K.
- LGT Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
- LGT Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $70.7K in Q4 2023.
- 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.
Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.