PDS Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PDS Planning’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	-4,614	Closed	-$216K	–	533
2025 Q1	$216K	Sell	4,614 -474	-9%	-$21.4K	0.02%	415
2024 Q4	$218K	Sell	5,088 -11,902	-70%	-$541K	0.02%	381
2024 Q3	$746K	Buy	+16,990	New	+$759K	0.07%	132

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

PDS Planning's XLE Position: Q2 2025 in Review

PDS Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,614 shares — an estimated $216K sold.

PDS Planning first reported a position in XLE in Q3 2024 and held it in 3 quarters. The position peaked at $746K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

PDS Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
PDS Planning sold 4,614 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $216K.
PDS Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
PDS Planning's State Street Energy Select Sector SPDR ETF position peaked at $746K in Q3 2024.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on PDS Planning's 13F filing for Q2 2025, filed 24 Jul 2025.