Long Run Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Long Run Wealth 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 Q4	$7.87M	Buy	175,967 +10,035	+6%	+$447K	1.48%	17
2025 Q3	$7.41M	Buy	165,932 +11,974	+8%	+$524K	1.45%	17
2025 Q2	$6.53M	Buy	153,958 +13,196	+9%	+$550K	1.37%	21
2025 Q1	$6.58M	Sell	140,762 -7,314	-5%	-$330K	1.49%	18
2024 Q4	$6.34M	Buy	148,076 +5,694	+4%	+$259K	1.52%	16
2024 Q3	$6.25M	Buy	142,382 +21,278	+18%	+$951K	1.47%	17
2024 Q2	$5.52M	Buy	121,104 +57,168	+89%	+$2.66M	1.4%	18
2024 Q1	$3.02M	Buy	63,936 +3,380	+6%	+$145K	0.79%	37
2023 Q4	$2.54M	Buy	60,556 +3,406	+6%	+$146K	0.73%	38
2023 Q3	$2.58M	Sell	57,150 -486	-0.8%	-$21.3K	0.84%	34
2023 Q2	$2.34M	Buy	57,636 +616	+1%	+$25.1K	0.75%	40
2023 Q1	$2.36M	Sell	57,020 -54,330	-49%	-$2.32M	0.8%	32
2022 Q4	$4.87M	Sell	111,350 -700	-0.6%	-$30.5K	1.75%	16
2022 Q3	$4.04M	Buy	112,050 +2,272	+2%	+$85.9K	1.6%	19
2022 Q2	$3.92M	Sell	109,778 -4,044	-4%	-$162K	1.52%	20
2022 Q1	$4.36M	Sell	113,822 -5,142	-4%	-$178K	1.52%	20
2021 Q4	$3.27M	Buy	+118,964	New	+$3.36M	1.14%	26

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

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Long Run Wealth Advisors's XLE Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6% in Q4 2025, buying an estimated $447K and bringing the position to 175,967 shares worth $7.87M. The position accounts for 1.48% of the portfolio, ranked #17.

Long Run Wealth Advisors first reported a position in XLE in Q4 2021 and has held it in 17 quarters since. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Long Run Wealth Advisors held 175,967 shares of State Street Energy Select Sector SPDR ETF worth $7.87M as of Q4 2025.
Long Run Wealth Advisors bought 10,035 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $447K.
State Street Energy Select Sector SPDR ETF made up 1.48% of Long Run Wealth Advisors's portfolio in Q4 2025, its #17 holding.
Long Run Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.