Nalls Sherbakoff Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nalls Sherbakoff Group’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 Q4	$12.5K	Hold	280	–	–	0.01%	310
2025 Q3	$12.5K	Hold	280	–	–	0.01%	313
2025 Q2	$11.9K	Buy	+280	New	+$11.7K	0.01%	313
2023 Q4	$3.43K	Sell	82 -298	-78%	-$12.7K	﹤0.01%	328
2023 Q3	$17.2K	Sell	380 -500	-57%	-$21.9K	0.02%	232
2023 Q2	$33.7K	Buy	880 +100	+13%	+$4.07K	0.03%	188
2023 Q1	$32.1K	Buy	+780	New	+$33.3K	0.03%	199
2018 Q4	$37K	Buy	+1,306	New	+$43.7K	0.06%	166

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

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Nalls Sherbakoff Group's XLE Position: Q4 2025 in Review

Nalls Sherbakoff Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2025 at 280 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #310.

Nalls Sherbakoff Group first reported a position in XLE in Q4 2018 and has held it in 8 quarters since. The position peaked at $37K in Q4 2018. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Nalls Sherbakoff Group held 280 shares of State Street Energy Select Sector SPDR ETF worth $12.5K as of Q4 2025.
Nalls Sherbakoff Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Energy Select Sector SPDR ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #310 holding.
Nalls Sherbakoff Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 8 quarters since.
Nalls Sherbakoff Group's State Street Energy Select Sector SPDR ETF position peaked at $37K in Q4 2018.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.