Quotient Wealth Partners’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
Q2
Sell
-14,080
Closed -$658K 356
2025
Q1
$658K Sell
14,080
-1,176,416
-99% -$53M 0.02% 149
2024
Q4
$51M Buy
1,190,496
+61,588
+5% +$2.8M 1.67% 16
2024
Q3
$49.6M Buy
1,128,908
+5,320
+0.5% +$238K 1.63% 17
2024
Q2
$51.2M Buy
1,123,588
+1,111,930
+9,538% +$51.8M 1.79% 16
2024
Q1
$550K Sell
11,658
-722
-6% -$31K 0.02% 162
2023
Q4
$519K Buy
+12,380
New +$529K 0.02% 169

Other funds holding XLE

Quotient Wealth Partners's XLE Position: Q2 2025 in Review

Quotient Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 14,080 shares — an estimated $658K sold.

Quotient Wealth Partners first reported a position in XLE in Q4 2023 and held it in 6 quarters. The position peaked at $51.2M in Q2 2024. 1,750 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Quotient Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 14,080 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $658K.
  • Quotient Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
  • Quotient Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $51.2M in Q2 2024.
  • 1,750 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Quotient Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.