Nicolet Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nicolet Advisory Services's XLE Position: Q4 2025 in Review

Nicolet Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.5% in Q4 2025, selling an estimated $11.1K and leaving 5,327 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #364.

Nicolet Advisory Services first reported a position in XLE in Q1 2020 and has held it in 17 quarters since. The position peaked at $303K in Q4 2023. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

• Nicolet Advisory Services held 5,327 shares of State Street Energy Select Sector SPDR ETF worth $247K as of Q4 2025.
• Nicolet Advisory Services sold 249 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $11.1K.
• State Street Energy Select Sector SPDR ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #364 holding.
• Nicolet Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 17 quarters since.
• Nicolet Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $303K in Q4 2023.
• 1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.