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

Northwest Financial Advisors’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	-5,240	Closed	-$234K	–	101
2025 Q3	$234K	Buy	5,240 +2	+0%	+$88	0.3%	86
2025 Q2	$222K	Sell	5,238 -5,748	-52%	-$239K	0.31%	85
2025 Q1	$513K	Sell	10,986 -3,344	-23%	-$151K	0.43%	57
2024 Q4	$614K	Buy	14,330 +26	+0.2%	+$1.18K	0.51%	50
2024 Q3	$628K	Sell	14,304 -1,130	-7%	-$50.5K	0.5%	47
2024 Q2	$703K	Buy	15,434 +50	+0.3%	+$2.33K	0.72%	33
2024 Q1	$726K	Buy	15,384 +52	+0.3%	+$2.23K	0.8%	31
2023 Q4	$643K	Buy	+15,332	New	+$656K	0.55%	35

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

Northwest Financial Advisors's XLE Position: Q4 2025 in Review

Northwest Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 5,240 shares — an estimated $234K sold.

Northwest Financial Advisors first reported a position in XLE in Q4 2023 and held it in 8 quarters. The position peaked at $726K in Q1 2024. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Northwest Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 5,240 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $234K.
Northwest Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Northwest Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $726K in Q1 2024.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.