Live Oak Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Live Oak Investment Partners’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	–	Sell	-7,384	Closed	-$313K	–	86
2025 Q2	$313K	Buy	7,384 +618	+9%	+$25.7K	0.24%	71
2025 Q1	$316K	Buy	+6,766	New	+$305K	0.25%	75
2024 Q4	–	Hold	0	–	–	–	54
2024 Q3	–	Hold	0	–	–	–	52
2024 Q2	–	Hold	0	–	–	–	50
2023 Q4	–	Hold	0	–	–	–	38
2023 Q3	–	Hold	0	–	–	–	67
2023 Q2	–	Hold	0	–	–	–	61
2023 Q1	–	Hold	0	–	–	–	48
2022 Q4	–	Hold	0	–	–	–	43

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Live Oak Investment Partners's XLE Position: Q3 2025 in Review

Live Oak Investment Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 7,384 shares — an estimated $313K sold.

Live Oak Investment Partners first reported a position in XLE in Q1 2025 and held it in 2 quarters. The position peaked at $316K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Live Oak Investment Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Live Oak Investment Partners sold 7,384 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $313K.
Live Oak Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
Live Oak Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $316K in Q1 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Live Oak Investment Partners's 13F filing for Q3 2025, filed 28 Oct 2025.