Payden & Rygel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Payden & Rygel’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	-1,196	Closed	-$56K	–	134
2025 Q1	$56K	Hold	1,196	–	–	﹤0.01%	120
2024 Q4	$51K	Buy	+1,196	New	+$54.4K	﹤0.01%	119

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

Payden & Rygel's XLE Position: Q2 2025 in Review

Payden & Rygel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 1,196 shares — an estimated $56K sold.

Payden & Rygel first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $56K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Payden & Rygel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Payden & Rygel sold 1,196 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $56K.
Payden & Rygel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Payden & Rygel's State Street Energy Select Sector SPDR ETF position peaked at $56K 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 Payden & Rygel's 13F filing for Q2 2025, filed 7 Aug 2025.