PBMares Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PBMares Wealth Management’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 Q1	–	Sell	-6,542	Closed	-$280K	–	200
2024 Q4	$280K	Buy	6,542 +208	+3%	+$9.45K	0.06%	154
2024 Q3	$278K	Buy	6,334 +292	+5%	+$13.1K	0.06%	154
2024 Q2	$275K	Sell	6,042 -1,220	-17%	-$56.8K	0.07%	149
2024 Q1	$343K	Sell	7,262 -428	-6%	-$18.4K	0.09%	131
2023 Q4	$322K	Buy	7,690 +100	+1%	+$4.28K	0.1%	133
2023 Q3	$343K	Buy	7,590 +6	+0.1%	+$263	0.12%	122
2023 Q2	$308K	Buy	7,584 +50	+0.7%	+$2.04K	0.11%	134
2023 Q1	$312K	Sell	7,534 -1,380	-15%	-$59K	0.12%	130
2022 Q4	$390K	Buy	8,914 +1,600	+22%	+$69.6K	0.16%	110
2022 Q3	$263K	Hold	7,314	–	–	0.11%	134
2022 Q2	$262K	Hold	7,314	–	–	0.11%	128
2022 Q1	$280K	Hold	7,314	–	–	0.17%	124
2021 Q4	$203K	Buy	+7,314	New	+$207K	0.09%	153

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

PBMares Wealth Management's XLE Position: Q1 2025 in Review

PBMares Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 6,542 shares — an estimated $280K sold.

PBMares Wealth Management first reported a position in XLE in Q4 2021 and held it in 13 quarters. The position peaked at $390K in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

PBMares Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
PBMares Wealth Management sold 6,542 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $280K.
PBMares Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
PBMares Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $390K in Q4 2022.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on PBMares Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.