Nikulski Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nikulski Financial’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	–	Sell	-7,392	Closed	-$330K	–	182
2025 Q3	$330K	Hold	7,392	–	–	0.08%	123
2025 Q2	$313K	Sell	7,392 -146	-2%	-$6.08K	0.09%	119
2025 Q1	$352K	Sell	7,538 -500	-6%	-$22.5K	0.11%	100
2024 Q4	$344K	Hold	8,038	–	–	0.1%	99
2024 Q3	$353K	Sell	8,038 -32	-0.4%	-$1.43K	0.11%	98
2024 Q2	$368K	Sell	8,070 -282	-3%	-$13.1K	0.12%	95
2024 Q1	$394K	Sell	8,352 -500	-6%	-$21.5K	0.13%	94
2023 Q4	$371K	Sell	8,852 -328	-4%	-$14K	0.14%	100
2023 Q3	$415K	Buy	9,180 +250	+3%	+$10.9K	0.17%	93
2023 Q2	$362K	Hold	8,930	–	–	0.15%	95
2023 Q1	$370K	Sell	8,930 -300	-3%	-$12.8K	0.16%	98
2022 Q4	$404K	Sell	9,230 -1,066	-10%	-$46.4K	0.19%	91
2022 Q3	$371K	Sell	10,296 -1,116	-10%	-$42.2K	0.19%	95
2022 Q2	$408K	Sell	11,412 -104	-0.9%	-$4.17K	0.2%	93
2022 Q1	$440K	Sell	11,516 -340	-3%	-$11.8K	0.19%	91
2021 Q4	$329K	Sell	11,856 -500	-4%	-$14.1K	0.14%	102
2021 Q3	$322K	Sell	12,356 -980	-7%	-$24.3K	0.15%	101
2021 Q2	$328K	Sell	13,336 -1,232	-8%	-$32K	0.15%	103
2021 Q1	$357K	Sell	14,568 -2,660	-15%	-$61.4K	0.18%	94
2020 Q4	$326K	Sell	17,228 -3,156	-15%	-$54.4K	0.18%	95
2020 Q3	$305K	Sell	20,384 -864	-4%	-$15.3K	0.19%	87
2020 Q2	$402K	Buy	+21,248	New	+$395K	0.28%	71

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Nikulski Financial's XLE Position: Q4 2025 in Review

Nikulski Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 7,392 shares — an estimated $330K sold.

Nikulski Financial first reported a position in XLE in Q2 2020 and held it in 22 quarters. The position peaked at $440K in Q1 2022. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Nikulski Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Nikulski Financial sold 7,392 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $330K.
Nikulski Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and held it in 22 quarters.
Nikulski Financial's State Street Energy Select Sector SPDR ETF position peaked at $440K in Q1 2022.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.