SAG
XLE icon

SageView Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SageView Advisory Group’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 		$44.4K Buy
+994
New +$44.3K ﹤0.01% 1123
2024
Q3 		– Sell
-4,514
Closed -$206K – 588
2024
Q2 		$206K Buy
+4,514
New +$210K 0.01% 536
2024
Q1 		– Sell
-27,834
Closed -$1.18M – 883
2023
Q4 		$1.18M Sell
27,834
-27,704
-50% -$1.18M 0.05% 227
2023
Q3 		$2.51M Buy
55,538
+4,928
+10% +$216K 0.14% 96
2023
Q2 		$2.05M Buy
50,610
+22,582
+81% +$920K 0.11% 115
2023
Q1 		$1.16M Buy
28,028
+14,236
+103% +$609K 0.07% 182
2022
Q4 		$603K Buy
+13,792
New +$600K 0.05% 217

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM