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

Lion Street 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
Q3 		$503K Buy
17,518
+6,490
+59% +$284K 0.17% 116
2025
Q2 		$468K Sell
11,028
-140
-1% -$5.83K 0.14% 153
2025
Q1 		$522K Buy
11,168
+1,552
+16% +$70K 0.17% 136
2024
Q4 		$412K Sell
9,616
-60
-0.6% -$2.73K 0.13% 157
2024
Q3 		$425K Sell
9,676
-864
-8% -$38.6K 0.15% 154
2024
Q2 		$480K Buy
10,540
+400
+4% +$18.6K 0.18% 125
2024
Q1 		$425K Hold
10,140
– – 0.17% 128
2023
Q4 		$425K Sell
10,140
-14,028
-58% -$600K 0.17% 128
2023
Q3 		$1.09M Buy
24,168
+6,650
+38% +$291K 0.36% 54
2023
Q2 		$503K Buy
17,518
+6,574
+60% +$268K 0.17% 122
2023
Q1 		$453K Buy
+10,944
New +$468K 0.14% 136

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return