Rappaport Reiches Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Rappaport Reiches Capital 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 Q1	$409K	Buy	+8,744	New	+$394K	0.1%	70

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

Rappaport Reiches Capital Management's XLE Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025: 8,744 shares worth $409K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings.

1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Rappaport Reiches Capital Management held 8,744 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q1 2025.
State Street Energy Select Sector SPDR ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
State Street Energy Select Sector SPDR ETF made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #70 holding.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.