New Century Financial Group’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
Q2
Sell
-4,698
Closed -$220K 176
2025
Q1
$220K Buy
+4,698
New +$212K 0.25% 120
2024
Q4
Sell
-7,130
Closed -$313K 338
2024
Q3
$313K Buy
+7,130
New +$319K 0.11% 220

Other funds holding XLE

New Century Financial Group's XLE Position: Q2 2025 in Review

New Century Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,698 shares — an estimated $220K sold.

New Century Financial Group first reported a position in XLE in Q3 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • New Century Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,698 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $220K.
  • New Century Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • New Century Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $313K in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.