Private Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-382,800
Closed -$16.2M 245
2025
Q2
$16.2M Buy
+382,800
New +$15.9M 1.47% 15

Other funds holding XLE

Private Advisory Group's XLE Position: Q1 2025 in Review

Private Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 9,878 shares — an estimated $423K sold.

Private Advisory Group first reported a position in XLE in Q4 2016 and held it in 18 quarters. The position peaked at $4.58M in Q1 2020. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

  • Private Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisory Group sold 9,878 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $423K.
  • Private Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 18 quarters.
  • Private Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $4.58M in Q1 2020.
  • 1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.