Lowe Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
26,788
+10,798
| +68% | +$473K | 0.44% | 24 |
|
|
2025
Q2 | $678K | Sell |
15,990
-31,602
| -66% | -$1.32M | 0.26% | 33 |
|
|
2025
Q1 | $2.22M | Buy |
47,592
+656
| +1% | +$29.6K | 0.94% | 15 |
|
|
2024
Q4 | $2.01M | Buy |
46,936
+1,184
| +3% | +$53.8K | 0.86% | 15 |
|
|
2024
Q3 | $2.01M | Sell |
45,752
-1,012
| -2% | -$45.2K | 0.87% | 15 |
|
|
2024
Q2 | $2.13M | Sell |
46,764
-1,296
| -3% | -$60.4K | 0.97% | 14 |
|
|
2024
Q1 | $2.27M | Buy |
48,060
+54
| +0.1% | +$2.32K | 1.06% | 13 |
|
|
2023
Q4 | $2.01M | Buy |
48,006
+734
| +2% | +$31.4K | 1% | 14 |
|
|
2023
Q3 | $2.14M | Buy |
47,272
+13,064
| +38% | +$572K | 1.14% | 14 |
|
|
2023
Q2 | $1.39M | Buy |
34,208
+6,428
| +23% | +$262K | 0.7% | 16 |
|
|
2023
Q1 | $1.15M | Sell |
27,780
-2,570
| -8% | -$110K | 0.62% | 17 |
|
|
2022
Q4 | $1.33M | Buy |
30,350
+1,484
| +5% | +$64.6K | 0.73% | 15 |
|
|
2022
Q3 | $1.04M | Buy |
28,866
+2,556
| +10% | +$96.7K | 0.61% | 17 |
|
|
2022
Q2 | $941K | Sell |
26,310
-117,520
| -82% | -$4.71M | 0.51% | 21 |
|
|
2022
Q1 | $5.5M | Buy |
143,830
+8,296
| +6% | +$287K | 2.49% | 10 |
|
|
2021
Q4 | $3.76M | Buy |
135,534
+6,850
| +5% | +$194K | 1.66% | 10 |
|
|
2021
Q3 | $3.35M | Buy |
128,684
+9,058
| +8% | +$224K | 1.59% | 11 |
|
|
2021
Q2 | $3.22M | Buy |
119,626
+25,728
| +27% | +$669K | 1.54% | 11 |
|
|
2021
Q1 | $2.3M | Buy |
93,898
+30,096
| +47% | +$694K | 1.16% | 13 |
|
|
2020
Q4 | $1.21M | Buy |
63,802
+62,650
| +5,438% | +$1.08M | 0.61% | 18 |
|
|
2020
Q3 | $17K | Buy |
1,152
+200
| +21% | +$3.55K | 0.01% | 131 |
|
|
2020
Q2 | $18K | Buy |
952
+352
| +59% | +$6.55K | 0.01% | 118 |
|
|
2020
Q1 | $9K | Buy |
600
+200
| +50% | +$4.74K | 0.01% | 158 |
|
|
2019
Q4 | $12K | Buy |
400
+100
| +33% | +$2.97K | 0.01% | 152 |
|
|
2019
Q3 | $9K | Hold |
300
| – | – | 0.01% | 167 |
|
|
2019
Q2 | $10K | Sell |
300
-48
| -14% | -$1.54K | 0.01% | 163 |
|
|
2019
Q1 | $11K | Buy |
348
+248
| +248% | +$7.97K | 0.01% | 143 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $4K | Sell |
100
-200
| -67% | -$7.5K | ﹤0.01% | 219 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | 0.01% | 138 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $11K | Hold |
300
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $10K | Buy |
300
+200
| +200% | +$6.51K | 0.01% | 157 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 181 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 188 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $4K | Sell |
100
-68
| -40% | -$2.7K | ﹤0.01% | 172 |
|
|
2015
Q1 | $7K | Buy |
168
+68
| +68% | +$2.63K | ﹤0.01% | 142 |
|
|
2014
Q4 | $4K | Buy |
+100
| New | +$4.16K | ﹤0.01% | 158 |
|
Other funds holding XLE
MMH
Lowe Wealth Advisors's XLE Position: Q3 2025 in Review
Lowe Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 68% in Q3 2025, buying an estimated $473K and bringing the position to 26,788 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #24.
Lowe Wealth Advisors first reported a position in XLE in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.5M in Q1 2022. 1,739 funds tracked by Wall St. Rank hold XLE as of Q3 2025.
- Lowe Wealth Advisors held 26,788 shares of State Street Energy Select Sector SPDR ETF worth $1.2M as of Q3 2025.
- Lowe Wealth Advisors bought 10,798 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $473K.
- State Street Energy Select Sector SPDR ETF made up 0.44% of Lowe Wealth Advisors's portfolio in Q3 2025, its #24 holding.
- Lowe Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.5M in Q1 2022.
- 1,739 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.