Marcum Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Marcum Wealth’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 Q1	$344K	Sell	7,352 -202	-3%	-$9.11K	0.03%	261
2024 Q4	$324K	Sell	7,554 -1,072	-12%	-$48.7K	0.03%	270
2024 Q3	$379K	Sell	8,626 -44	-0.5%	-$1.97K	0.04%	236
2024 Q2	$395K	Sell	8,670 -554	-6%	-$25.8K	0.04%	230
2024 Q1	$435K	Sell	9,224 -426	-4%	-$18.3K	0.04%	209
2023 Q4	$405K	Sell	9,650 -198	-2%	-$8.47K	0.04%	209
2023 Q3	$445K	Sell	9,848 -490	-5%	-$21.4K	0.05%	191
2023 Q2	$420K	Sell	10,338 -484	-4%	-$19.7K	0.05%	201
2023 Q1	$448K	Sell	10,822 -744	-6%	-$31.8K	0.06%	192
2022 Q4	$506K	Sell	11,566 -190	-2%	-$8.27K	0.07%	166
2022 Q3	$423K	Sell	11,756 -1,306	-10%	-$49.4K	0.06%	178
2022 Q2	$467K	Sell	13,062 -566	-4%	-$22.7K	0.07%	167
2022 Q1	$521K	Buy	13,628 +2,268	+20%	+$78.6K	0.07%	151
2021 Q4	$315K	Buy	11,360 +510	+5%	+$14.4K	0.04%	244
2021 Q3	$283K	Sell	10,850 -3,460	-24%	-$85.7K	0.04%	246
2021 Q2	$385K	Sell	14,310 -868	-6%	-$22.6K	0.06%	184
2021 Q1	$372K	Buy	+15,178	New	+$350K	0.06%	182

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Marcum Wealth's XLE Position: Q1 2025 in Review

Marcum Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.7% in Q1 2025, selling an estimated $9.11K and leaving 7,352 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #261.

Marcum Wealth first reported a position in XLE in Q1 2021 and has held it in 17 quarters since. The position peaked at $521K in Q1 2022. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Marcum Wealth held 7,352 shares of State Street Energy Select Sector SPDR ETF worth $344K as of Q1 2025.
Marcum Wealth sold 202 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $9.11K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #261 holding.
Marcum Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
Marcum Wealth's State Street Energy Select Sector SPDR ETF position peaked at $521K in Q1 2022.
1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.