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

Peak Financial 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	-35,846	Closed	-$1.67M	–	112
2025 Q1	$1.67M	Sell	35,846 -1,068	-3%	-$48.2K	0.85%	38
2024 Q4	$1.58M	Buy	36,914 +1,582	+4%	+$71.9K	0.82%	34
2024 Q3	$1.55M	Buy	35,332 +1,298	+4%	+$58K	0.8%	39
2024 Q2	$1.55M	Buy	+34,034	New	+$1.59M	0.89%	37
2024 Q1	–	Sell	-70,998	Closed	-$2.98M	–	85
2023 Q4	$2.98M	Sell	70,998 -45,138	-39%	-$1.93M	1.99%	11
2023 Q3	$5.25M	Buy	116,136 +106,666	+1,126%	+$4.67M	5.67%	7
2023 Q2	$384K	Buy	9,470 +2,524	+36%	+$103K	0.3%	45
2023 Q1	$288K	Sell	6,946 -25,244	-78%	-$1.08M	0.24%	42
2022 Q4	$1.41M	Sell	32,190 -4,002	-11%	-$174K	1.28%	26
2022 Q3	$1.3M	Buy	+36,192	New	+$1.37M	1.6%	29
2022 Q2	–	Sell	-44,514	Closed	-$1.7M	–	89
2022 Q1	$1.7M	Buy	+44,514	New	+$1.54M	1.46%	23
2021 Q3	–	Sell	-59,568	Closed	-$1.6M	–	84
2021 Q2	$1.6M	Buy	59,568 +7,462	+14%	+$194K	1.38%	29
2021 Q1	$1.28M	Buy	+52,106	New	+$1.2M	1.08%	35

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

Peak Financial Advisors's XLE Position: Q2 2025 in Review

Peak Financial Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 35,846 shares — an estimated $1.67M sold.

Peak Financial Advisors first reported a position in XLE in Q1 2021 and held it in 13 quarters. The position peaked at $5.25M in Q3 2023. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Peak Financial Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 35,846 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $1.67M.
Peak Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and held it in 13 quarters.
Peak Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $5.25M in Q3 2023.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.