Money Design’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Money Design’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	$11.4M	Buy	268,708 +17,586	+7%	+$732K	0.53%	34
2025 Q1	$11.7M	Sell	251,122 -35,444	-12%	-$1.6M	0.59%	32
2024 Q4	$12.1M	Sell	286,566 -12,486	-4%	-$567K	0.62%	34
2024 Q3	$13.1M	Sell	299,052 -1,164	-0.4%	-$52K	0.65%	33
2024 Q2	$13.7M	Sell	300,216 -26,516	-8%	-$1.24M	0.74%	31
2024 Q1	$15.4M	Sell	326,732 -39,774	-11%	-$1.71M	0.84%	30
2023 Q4	$15.4M	Sell	366,506 -9,486	-3%	-$406K	0.87%	29
2023 Q3	$17M	Sell	375,992 -47,836	-11%	-$2.09M	1.03%	29
2023 Q2	$17.2M	Buy	423,828 +39,916	+10%	+$1.63M	1.02%	30
2023 Q1	$15.9M	Buy	383,912 +32,560	+9%	+$1.39M	0.94%	35
2022 Q4	$15.4M	Buy	351,352 +70,298	+25%	+$3.06M	0.96%	38
2022 Q3	$10.1M	Buy	281,054 +109,388	+64%	+$4.14M	0.72%	46
2022 Q2	$6.14M	Sell	171,666 -27,548	-14%	-$1.11M	0.46%	56
2022 Q1	$7.61M	Sell	199,214 -45,818	-19%	-$1.59M	0.52%	49
2021 Q4	$6.78M	Sell	245,032 -630	-0.3%	-$17.8K	0.46%	52
2021 Q3	$6.4M	Buy	245,662 +28,168	+13%	+$698K	0.53%	40
2021 Q2	$5.86M	Buy	217,494 +4,958	+2%	+$129K	0.6%	34
2021 Q1	$5.21M	Sell	212,536 -49,412	-19%	-$1.14M	0.61%	32
2020 Q4	$5.01M	Sell	261,948 -10,906	-4%	-$188K	0.57%	36
2020 Q3	$4.09M	Sell	272,854 -25,286	-8%	-$449K	0.49%	38
2020 Q2	$5.64M	Sell	298,140 -54,138	-15%	-$1.01M	0.8%	35
2020 Q1	$5.12M	Buy	352,278 +127,816	+57%	+$3.03M	0.91%	33
2019 Q4	$6.7M	Buy	+224,462	New	+$6.66M	1.19%	27

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

Money Design's XLE Position: Q2 2025 in Review

Money Design increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q2 2025, buying an estimated $732K and bringing the position to 268,708 shares worth $11.4M. The position accounts for 0.53% of the portfolio, ranked #34.

Money Design first reported a position in XLE in Q4 2019 and has held it in 23 quarters since. The position peaked at $17.2M in Q2 2023. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Money Design held 268,708 shares of State Street Energy Select Sector SPDR ETF worth $11.4M as of Q2 2025.
Money Design bought 17,586 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $732K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Money Design's portfolio in Q2 2025, its #34 holding.
Money Design first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Money Design's State Street Energy Select Sector SPDR ETF position peaked at $17.2M in Q2 2023.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.