Richard W. Paul & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-360	Closed	-$15.4K	–	512
2024 Q4	$15.4K	Hold	360	–	–	0.01%	279
2024 Q3	$15.8K	Hold	360	–	–	0.01%	278
2024 Q2	$16.4K	Hold	360	–	–	0.01%	270
2024 Q1	$17K	Hold	360	–	–	0.01%	276
2023 Q4	$15.1K	Hold	360	–	–	0.01%	276
2023 Q3	$16.3K	Sell	360 -1,144	-76%	-$50.1K	0.01%	261
2023 Q2	$61K	Buy	1,504 +198	+15%	+$8.06K	0.03%	211
2023 Q1	$54.1K	Buy	1,306 +14	+1%	+$599	0.02%	214
2022 Q4	$56.5K	Buy	+1,292	New	+$56.2K	0.03%	213

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

MMH

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Richard W. Paul & Associates's XLE Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 360 shares — an estimated $15.4K sold.

Richard W. Paul & Associates first reported a position in XLE in Q4 2022 and held it in 9 quarters. The position peaked at $61K in Q2 2023. 1,844 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Richard W. Paul & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 360 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $15.4K.
Richard W. Paul & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's State Street Energy Select Sector SPDR ETF position peaked at $61K in Q2 2023.
1,844 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.