Lifestyle Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lifestyle Asset 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 Q2	–	Sell	-6,844	Closed	-$320K	–	148
2025 Q1	$320K	Buy	+6,844	New	+$309K	0.18%	74
2023 Q1	–	Sell	-25,118	Closed	-$1.1M	–	87
2022 Q4	$1.1M	Buy	+25,118	New	+$1.09M	0.88%	19

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

Lifestyle Asset Management's XLE Position: Q2 2025 in Review

Lifestyle Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 6,844 shares — an estimated $320K sold.

Lifestyle Asset Management first reported a position in XLE in Q4 2022 and held it in 2 quarters. The position peaked at $1.1M in Q4 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Lifestyle Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Lifestyle Asset Management sold 6,844 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $320K.
Lifestyle Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
Lifestyle Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.1M in Q4 2022.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.