Sachetta’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sachetta’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	–	Sell	-200	Closed	-$8.93K	–	1116
2025 Q3	$8.93K	Hold	200	–	–	﹤0.01%	493
2025 Q2	$8.48K	Hold	200	–	–	﹤0.01%	478
2025 Q1	$9.35K	Hold	200	–	–	﹤0.01%	438
2024 Q4	$8.57K	Hold	200	–	–	﹤0.01%	476
2024 Q3	$8.78K	Hold	200	–	–	﹤0.01%	497
2024 Q2	$9.28K	Hold	200	–	–	﹤0.01%	456
2024 Q1	$8.38K	Hold	200	–	–	﹤0.01%	445
2023 Q4	$8.38K	Buy	+200	New	+$8.55K	﹤0.01%	445

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

Sachetta's XLE Position: Q4 2025 in Review

Sachetta sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 200 shares — an estimated $8.93K sold.

Sachetta first reported a position in XLE in Q4 2023 and held it in 8 quarters. The position peaked at $9.35K in Q1 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Sachetta reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Sachetta sold 200 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $8.93K.
Sachetta first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Sachetta's State Street Energy Select Sector SPDR ETF position peaked at $9.35K in Q1 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.