Menlo Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Menlo 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 Q2	–	Sell	-121,550	Closed	-$5.68M	–	30
2025 Q1	$5.68M	Sell	121,550 -1,600	-1%	-$72.1K	2.7%	15
2024 Q4	$5.27M	Sell	123,150 -11,640	-9%	-$529K	2.69%	15
2024 Q3	$5.92M	Hold	134,790	–	–	3.05%	13
2024 Q2	$6.14M	Buy	134,790 +9,332	+7%	+$435K	3.41%	12
2024 Q1	$5.92M	Buy	125,458 +490	+0.4%	+$21K	3.39%	13
2023 Q4	$5.24M	Buy	124,968 +21,850	+21%	+$934K	3.22%	15
2023 Q3	$4.66M	Buy	103,118 +7,790	+8%	+$341K	3.06%	16
2023 Q2	$3.87M	Buy	95,328 +19,680	+26%	+$802K	2.44%	16
2023 Q1	$3.13M	Buy	+75,648	New	+$3.23M	2.15%	16

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Menlo Advisors's XLE Position: Q2 2025 in Review

Menlo Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 121,550 shares — an estimated $5.68M sold.

Menlo Advisors first reported a position in XLE in Q1 2023 and held it in 9 quarters. The position peaked at $6.14M in Q2 2024. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Menlo Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Menlo Advisors sold 121,550 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $5.68M.
Menlo Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Menlo Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.14M in Q2 2024.
1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.