Litman Gregory Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Litman Gregory Wealth 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 Q4	$451K	Hold	10,078	–	–	0.03%	103
2025 Q3	$450K	Sell	10,078 -92	-0.9%	-$4.03K	0.03%	105
2025 Q2	$431K	Hold	10,170	–	–	0.03%	101
2025 Q1	$475K	Hold	10,170	–	–	0.04%	91
2024 Q4	$436K	Hold	10,170	–	–	0.04%	92
2024 Q3	$446K	Hold	10,170	–	–	0.04%	94
2024 Q2	$463K	Sell	10,170 -206	-2%	-$9.6K	0.04%	87
2024 Q1	$490K	Buy	10,376 +298	+3%	+$12.8K	0.04%	85
2023 Q4	$422K	Hold	10,078	–	–	0.04%	89
2023 Q3	$455K	Hold	10,078	–	–	0.05%	87
2023 Q2	$409K	Buy	+10,078	New	+$410K	0.05%	62
2023 Q1	–	Sell	-10,078	Closed	-$441K	–	109
2022 Q4	$441K	Hold	10,078	–	–	0.06%	60
2022 Q3	$363K	Hold	10,078	–	–	0.06%	55
2022 Q2	$360K	Buy	+10,078	New	+$404K	0.05%	68
2018 Q4	–	Sell	-112	Closed	-$4K	–	154
2018 Q3	$4K	Hold	112	–	–	﹤0.01%	105
2018 Q2	$4K	Hold	112	–	–	﹤0.01%	88
2018 Q1	$4K	Buy	+112	New	+$3.96K	﹤0.01%	155

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Litman Gregory Wealth Management's XLE Position: Q4 2025 in Review

Litman Gregory Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 10,078 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #103.

Litman Gregory Wealth Management first reported a position in XLE in Q1 2018 and has held it in 17 quarters since. The position peaked at $490K in Q1 2024. 1,868 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Litman Gregory Wealth Management held 10,078 shares of State Street Energy Select Sector SPDR ETF worth $451K as of Q4 2025.
Litman Gregory Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #103 holding.
Litman Gregory Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 17 quarters since.
Litman Gregory Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $490K in Q1 2024.
1,868 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.