Park Square Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Park Square Financial Group’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	–	Sell	-3,200	Closed	-$136K	–	975
2025 Q2	$136K	Sell	3,200 -1,100	-26%	-$45.8K	0.1%	158
2025 Q1	$201K	Hold	4,300	–	–	0.16%	82
2024 Q4	$184K	Buy	+4,300	New	+$195K	0.13%	102

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Park Square Financial Group's XLE Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 3,200 shares — an estimated $136K sold.

Park Square Financial Group first reported a position in XLE in Q4 2024 and held it in 3 quarters. The position peaked at $201K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Park Square Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 3,200 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $136K.
Park Square Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $201K in Q1 2025.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.