Sageworth Trust Company of South Dakota’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sageworth Trust Company of South Dakota’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	-6,390	Closed	-$274K	–	51
2024 Q4	$274K	Hold	6,390	–	–	0.35%	41
2024 Q3	$281K	Hold	6,390	–	–	0.36%	41
2024 Q2	$291K	Hold	6,390	–	–	0.43%	37
2024 Q1	$302K	Hold	6,390	–	–	0.47%	44
2023 Q4	$268K	Hold	6,390	–	–	0.51%	40
2023 Q3	$289K	Hold	6,390	–	–	0.64%	39
2023 Q2	$259K	Hold	6,390	–	–	0.64%	36
2023 Q1	$265K	Hold	6,390	–	–	0.62%	36
2022 Q4	$279K	Buy	+6,390	New	+$278K	0.63%	33

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sageworth Trust Company of South Dakota's XLE Position: Q1 2025 in Review

Sageworth Trust Company of South Dakota sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 6,390 shares — an estimated $274K sold.

Sageworth Trust Company of South Dakota first reported a position in XLE in Q4 2022 and held it in 9 quarters. The position peaked at $302K in Q1 2024. 1,841 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Sageworth Trust Company of South Dakota reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 6,390 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $274K.
Sageworth Trust Company of South Dakota first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Sageworth Trust Company of South Dakota's State Street Energy Select Sector SPDR ETF position peaked at $302K in Q1 2024.
1,841 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2025, filed 28 Apr 2025.