Maxi Investments CY’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Maxi Investments CY’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	-57,000	Closed	-$2.42M	–	140
2025 Q2	$2.42M	Buy	+57,000	New	+$2.37M	0.4%	55
2025 Q1	–	Sell	-46,000	Closed	-$1.97M	–	176
2024 Q4	$1.97M	Buy	+46,000	New	+$2.09M	0.38%	42
2022 Q3	–	Sell	-80,000	Closed	-$2.86M	–	66
2022 Q2	$2.86M	Buy	+80,000	New	+$3.21M	2.04%	19

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

Maxi Investments CY's XLE Position: Q3 2025 in Review

Maxi Investments CY sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 57,000 shares — an estimated $2.42M sold.

Maxi Investments CY first reported a position in XLE in Q2 2022 and held it in 3 quarters. The position peaked at $2.86M in Q2 2022. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Maxi Investments CY reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Maxi Investments CY sold 57,000 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $2.42M.
Maxi Investments CY first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
Maxi Investments CY's State Street Energy Select Sector SPDR ETF position peaked at $2.86M in Q2 2022.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Maxi Investments CY's 13F filing for Q3 2025, filed 14 Nov 2025.