PUREfi Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

PUREfi Wealth’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	-8,648	Closed	-$404K	–	165
2025 Q1	$404K	Buy	8,648 +2,158	+33%	+$97.3K	0.4%	72
2024 Q4	$278K	Buy	+6,490	New	+$295K	0.27%	108

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

PUREfi Wealth's XLE Position: Q2 2025 in Review

PUREfi Wealth sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 8,648 shares — an estimated $404K sold.

PUREfi Wealth first reported a position in XLE in Q4 2024 and held it in 2 quarters. The position peaked at $404K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

PUREfi Wealth reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
PUREfi Wealth sold 8,648 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $404K.
PUREfi Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
PUREfi Wealth's State Street Energy Select Sector SPDR ETF position peaked at $404K in Q1 2025.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on PUREfi Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.