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

Peak Financial 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 Q2	–	Sell	-4,680	Closed	-$219K	–	105
2025 Q1	$219K	Hold	4,680	–	–	0.07%	86
2024 Q4	$200K	Hold	4,680	–	–	0.06%	96
2024 Q3	$205K	Hold	4,680	–	–	0.06%	97
2024 Q2	$213K	Hold	4,680	–	–	0.07%	90
2024 Q1	$221K	Buy	+4,680	New	+$201K	0.07%	88
2023 Q4	–	Sell	-4,560	Closed	-$206K	–	89
2023 Q3	$206K	Buy	+4,560	New	+$200K	0.08%	71
2023 Q2	–	Sell	-6,754	Closed	-$280K	–	80
2023 Q1	$280K	Sell	6,754 -1,640	-20%	-$70.1K	0.1%	61
2022 Q4	$367K	Sell	8,394 -146	-2%	-$6.36K	0.14%	52
2022 Q3	$308K	Buy	8,540 +470	+6%	+$17.8K	0.13%	54
2022 Q2	$289K	Buy	8,070 +1,490	+23%	+$59.8K	0.11%	58
2022 Q1	$251K	Buy	+6,580	New	+$228K	0.08%	64

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 Management's XLE Position: Q2 2025 in Review

Peak Financial Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 4,680 shares — an estimated $219K sold.

Peak Financial Management first reported a position in XLE in Q1 2022 and held it in 11 quarters. The position peaked at $367K in Q4 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Peak Financial Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Peak Financial Management sold 4,680 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $219K.
Peak Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
Peak Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $367K in Q4 2022.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Peak Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.