OPPS
XLE icon

Obsidian Personal Planning Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$4.56M Buy
103,502
+8,154
+9% +$357K 1.58% 20
2025
Q2 		$4.04M Buy
95,348
+5,036
+6% +$210K 1.64% 19
2025
Q1 		$3.64M Buy
+90,312
New +$4.07M 1.62% 20

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Obsidian Personal Planning Solutions's XLE Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.6% in Q3 2025, buying an estimated $357K and bringing the position to 103,502 shares worth $4.56M. The position accounts for 1.58% of the portfolio, ranked #20.

Obsidian Personal Planning Solutions first reported a position in XLE in Q1 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Obsidian Personal Planning Solutions held 103,502 shares of State Street Energy Select Sector SPDR ETF worth $4.56M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 8,154 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $357K.
  • State Street Energy Select Sector SPDR ETF made up 1.58% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #20 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.