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

Redmont Wealth Advisors’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 Q4	$371	Sell	8 -2,782	-100%	-$124K	﹤0.01%	303
2025 Q3	$125K	Hold	2,790	–	–	0.17%	72
2025 Q2	$118K	Sell	2,790 -170	-6%	-$7.08K	0.17%	70
2025 Q1	$138K	Buy	+2,960	New	+$133K	0.27%	62
2024 Q4	–	Sell	-548	Closed	-$24.1K	–	315
2024 Q3	$24.1K	Hold	548	–	–	0.04%	124
2024 Q2	$25K	Sell	548 -114	-17%	-$5.31K	0.04%	120
2024 Q1	$31.3K	Sell	662 -13,856	-95%	-$595K	0.04%	118
2023 Q4	$609K	Sell	14,518 -894	-6%	-$38.2K	0.89%	39
2023 Q3	$697K	Sell	15,412 -180	-1%	-$7.88K	1.22%	19
2023 Q2	$633K	Sell	15,592 -1,546	-9%	-$63K	1.09%	23
2023 Q1	$710K	Sell	17,138 -2,418	-12%	-$103K	1.43%	14
2022 Q4	$855K	Buy	19,556 +1,998	+11%	+$87K	1%	19
2022 Q3	$632K	Sell	17,558 -24,780	-59%	-$937K	0.82%	23
2022 Q2	$1.51M	Buy	42,338 +3,336	+9%	+$134K	1.83%	10
2022 Q1	$1.49M	Buy	39,002 +6,662	+21%	+$231K	1.59%	10
2021 Q4	$897K	Buy	+32,340	New	+$914K	0.96%	20

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Redmont Wealth Advisors's XLE Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 100% in Q4 2025, selling an estimated $124K and leaving 8 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Redmont Wealth Advisors first reported a position in XLE in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.51M in Q2 2022. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Redmont Wealth Advisors held 8 shares of State Street Energy Select Sector SPDR ETF worth $371 as of Q4 2025.
Redmont Wealth Advisors sold 2,782 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $124K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #303 holding.
Redmont Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Redmont Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.51M in Q2 2022.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.