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Northeast Planning Associates NH’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Northeast Planning Associates NH’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 		– Sell
-227,018
Closed -$10.6M – 51
2025
Q1 		$10.6M Buy
227,018
+572
+0.3% +$25.8K 8.81% 5
2024
Q4 		$9.7M Buy
+226,446
New +$10.3M 10.04% 5

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northeast Planning Associates NH's XLE Position: Q2 2025 in Review

Northeast Planning Associates NH sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 227,018 shares — an estimated $10.6M sold.

Northeast Planning Associates NH first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $10.6M in Q1 2025. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Northeast Planning Associates NH reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 227,018 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $10.6M.
  • Northeast Planning Associates NH first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Northeast Planning Associates NH's State Street Energy Select Sector SPDR ETF position peaked at $10.6M in Q1 2025.
  • 1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Northeast Planning Associates NH's 13F filing for Q2 2025, filed 12 Aug 2025.