Moloney Securities Asset Management’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
$539K Sell
12,076
-2,336
-16% -$102K 0.06% 268
2025
Q2
$611K Buy
14,412
+234
+2% +$9.75K 0.08% 238
2025
Q1
$662K Buy
14,178
+1,306
+10% +$58.9K 0.09% 220
2024
Q4
$551K Buy
12,872
+1,238
+11% +$56.3K 0.07% 249
2024
Q3
$511K Buy
11,634
+38
+0.3% +$1.7K 0.07% 275
2024
Q2
$529K Sell
11,596
-7,310
-39% -$340K 0.08% 261
2024
Q1
$892K Sell
18,906
-836
-4% -$35.9K 0.13% 184
2023
Q4
$828K Sell
19,742
-1,696
-8% -$72.5K 0.13% 191
2023
Q3
$969K Sell
21,438
-2,580
-11% -$113K 0.17% 132
2023
Q2
$975K Sell
24,018
-572
-2% -$23.3K 0.17% 141
2023
Q1
$1.02M Buy
24,590
+13,170
+115% +$563K 0.19% 139
2022
Q4
$499K Buy
11,420
+460
+4% +$20K 0.11% 220
2022
Q3
$395K Buy
10,960
+202
+2% +$7.64K 0.1% 232
2022
Q2
$385K Buy
10,758
+260
+2% +$10.4K 0.09% 235
2022
Q1
$401K Buy
10,498
+1,860
+22% +$64.4K 0.08% 250
2021
Q4
$240K Buy
+8,638
New +$244K 0.04% 372
2018
Q4
Sell
-6,580
Closed -$249K 315
2018
Q3
$249K Buy
6,580
+588
+10% +$22K 0.09% 234
2018
Q2
$227K Buy
+5,992
New +$223K 0.09% 251

Other funds holding XLE

Moloney Securities Asset Management's XLE Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 16% in Q3 2025, selling an estimated $102K and leaving 12,076 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #268.

Moloney Securities Asset Management first reported a position in XLE in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Moloney Securities Asset Management held 12,076 shares of State Street Energy Select Sector SPDR ETF worth $539K as of Q3 2025.
  • Moloney Securities Asset Management sold 2,336 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $102K.
  • State Street Energy Select Sector SPDR ETF made up 0.06% of Moloney Securities Asset Management's portfolio in Q3 2025, its #268 holding.
  • Moloney Securities Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and has held it in 18 quarters since.
  • Moloney Securities Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $1.02M in Q1 2023.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.