Owen LaRue’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Owen LaRue’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	-26,928	Closed	-$1.26M	–	114
2025 Q1	$1.26M	Buy	26,928 +15,790	+142%	+$712K	0.63%	41
2024 Q4	$477K	Buy	+11,138	New	+$506K	0.25%	61
2024 Q2	–	Sell	-4,882	Closed	-$230K	–	97
2024 Q1	$230K	Buy	+4,882	New	+$210K	0.14%	83
2023 Q4	–	Sell	-17,410	Closed	-$787K	–	85
2023 Q3	$787K	Buy	17,410 +11,546	+197%	+$505K	0.87%	29
2023 Q2	$239K	Buy	+5,864	New	+$239K	0.25%	66

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Owen LaRue's XLE Position: Q2 2025 in Review

Owen LaRue sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 26,928 shares — an estimated $1.26M sold.

Owen LaRue first reported a position in XLE in Q2 2023 and held it in 5 quarters. The position peaked at $1.26M in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Owen LaRue reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Owen LaRue sold 26,928 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $1.26M.
Owen LaRue first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Owen LaRue's State Street Energy Select Sector SPDR ETF position peaked at $1.26M in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Owen LaRue's 13F filing for Q2 2025, filed 16 Jul 2025.