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

Prestige Wealth Management Group’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	-46	Closed	-$1.97K	–	1068
2024 Q4	$1.97K	Hold	46	–	–	﹤0.01%	782
2024 Q3	$2.02K	Hold	46	–	–	﹤0.01%	767
2024 Q2	$2.1K	Hold	46	–	–	﹤0.01%	705
2024 Q1	$2.17K	Hold	46	–	–	﹤0.01%	727
2023 Q4	$1.93K	Hold	46	–	–	﹤0.01%	749
2023 Q3	$2.08K	Hold	46	–	–	﹤0.01%	727
2023 Q2	$1.87K	Hold	46	–	–	﹤0.01%	777
2023 Q1	$1.91K	Hold	46	–	–	﹤0.01%	754
2022 Q4	$2.01K	Buy	+46	New	+$2K	﹤0.01%	832
2020 Q2	–	Sell	-120	Closed	-$2K	–	975
2020 Q1	$2K	Sell	120 -1,280	-91%	-$30.4K	﹤0.01%	693
2019 Q4	$42K	Buy	1,400 +1,022	+270%	+$30.3K	0.02%	220
2019 Q3	$11K	Hold	378	–	–	0.01%	333
2019 Q2	$12K	Hold	378	–	–	0.01%	317
2019 Q1	$12K	Hold	378	–	–	0.01%	323
2018 Q4	$11K	Buy	+378	New	+$12.6K	0.01%	421

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

Prestige Wealth Management Group's XLE Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 46 shares — an estimated $1.97K sold.

Prestige Wealth Management Group first reported a position in XLE in Q4 2018 and held it in 15 quarters. The position peaked at $42K in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Prestige Wealth Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 46 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $1.97K.
Prestige Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 15 quarters.
Prestige Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $42K in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.