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Register Financial Advisors’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
Register Financial 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
2026
Q1
$41.2K
Buy
673
+1
+0.1%
+$54
0.02%
284
2025
Q4
$30K
Buy
672
+2
+0.3%
+$89
0.01%
283
2025
Q3
$29.9K
Buy
670
+2
+0.3%
+$88
0.01%
277
2025
Q2
$28.3K
Buy
668
+2
+0.3%
+$83
0.01%
277
2025
Q1
$31.2K
Buy
666
+182
+38%
+$8.21K
0.02%
249
2024
Q4
$20.7K
Buy
484
+48
+11%
+$2.18K
0.01%
252
2024
Q3
$19.1K
Hold
436
–
–
0.01%
252
2024
Q2
$19.9K
Hold
436
–
–
0.01%
453
2024
Q1
$20.6K
Sell
436
-844
-66%
-$36.3K
0.01%
447
2023
Q4
$53.7K
Buy
1,280
+1,266
+9,043%
+$54.1K
0.04%
209
2023
Q3
$633
Hold
14
–
–
﹤0.01%
564
2023
Q2
$568
Hold
14
–
–
﹤0.01%
525
2023
Q1
$579
Sell
14
-6
-30%
-$257
﹤0.01%
523
2022
Q4
$875
Buy
+20
New
+$871
﹤0.01%
764
Other funds holding XLE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co
Helsinki, Finland
$17B AUM
24.09%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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