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

Parkside 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 Q2	–	Sell	-4,710	Closed	-$220K	–	91
2025 Q1	$220K	Hold	4,710	–	–	0.05%	77
2024 Q4	$202K	Hold	4,710	–	–	0.05%	80
2024 Q3	$207K	Hold	4,710	–	–	0.05%	80
2024 Q2	$215K	Hold	4,710	–	–	0.05%	78
2024 Q1	$222K	Buy	+4,710	New	+$202K	0.06%	82
2023 Q4	–	Sell	-4,758	Closed	-$215K	–	83
2023 Q3	$215K	Buy	+4,758	New	+$208K	0.07%	75
2023 Q1	–	Sell	-6,140	Closed	-$269K	–	86
2022 Q4	$269K	Buy	+6,140	New	+$267K	0.09%	67

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Advisors's XLE Position: Q2 2025 in Review

Parkside Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,710 shares — an estimated $220K sold.

Parkside Advisors first reported a position in XLE in Q4 2022 and held it in 7 quarters. The position peaked at $269K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Parkside Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Parkside Advisors sold 4,710 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $220K.
Parkside Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
Parkside Advisors's State Street Energy Select Sector SPDR ETF position peaked at $269K in Q4 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.