Lindbrook Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lindbrook Capital’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	$1.11M	Buy	23,666 +766	+3%	+$34.5K	0.1%	118
2024 Q4	$981K	Hold	22,900	–	–	0.09%	143
2024 Q3	$1.01M	Hold	22,900	–	–	0.09%	147
2024 Q2	$1.04M	Sell	22,900 -10	-0%	-$466	0.1%	129
2024 Q1	$1.08M	Hold	22,910	–	–	0.1%	125
2023 Q4	$960K	Sell	22,910 -52	-0.2%	-$2.22K	0.1%	128
2023 Q3	$1.04M	Sell	22,962 -284	-1%	-$12.4K	0.12%	103
2023 Q2	$943K	Buy	23,246 +10,556	+83%	+$430K	0.1%	120
2023 Q1	$526K	Sell	12,690 -336	-3%	-$14.4K	0.06%	163
2022 Q4	$570K	Sell	13,026 -808	-6%	-$35.2K	0.07%	166
2022 Q3	$498K	Sell	13,834 -8,504	-38%	-$322K	0.08%	141
2022 Q2	$799K	Buy	22,338 +10,796	+94%	+$433K	0.13%	103
2022 Q1	$441K	Buy	11,542 +11,226	+3,553%	+$389K	0.07%	174
2021 Q4	$9K	Buy	+316	New	+$8.93K	﹤0.01%	1334

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lindbrook Capital's XLE Position: Q1 2025 in Review

Lindbrook Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.3% in Q1 2025, buying an estimated $34.5K and bringing the position to 23,666 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #118.

Lindbrook Capital first reported a position in XLE in Q4 2021 and has held it in 14 quarters since. 1,841 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Lindbrook Capital held 23,666 shares of State Street Energy Select Sector SPDR ETF worth $1.11M as of Q1 2025.
Lindbrook Capital bought 766 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $34.5K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Lindbrook Capital's portfolio in Q1 2025, its #118 holding.
Lindbrook Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.