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Schechter Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Schechter Investment 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
2025
Q1 		$1.27M Buy
27,136
+508
+2% +$22.9K 0.1% 192
2024
Q4 		$1.14M Buy
26,628
+334
+1% +$15.2K 0.09% 221
2024
Q3 		$1.15M Sell
26,294
-226
-0.9% -$10.1K 0.09% 225
2024
Q2 		$1.21M Sell
26,520
-740
-3% -$34.5K 0.09% 201
2024
Q1 		$1.29M Buy
27,260
+7,938
+41% +$341K 0.1% 195
2023
Q4 		$810K Sell
19,322
-88
-0.5% -$3.76K 0.07% 265
2023
Q3 		$877K Sell
19,410
-56
-0.3% -$2.45K 0.09% 243
2023
Q2 		$790K Sell
19,466
-136
-0.7% -$5.54K 0.07% 289
2023
Q1 		$812K Buy
19,602
+248
+1% +$10.6K 0.08% 301
2022
Q4 		$846K Sell
19,354
-796
-4% -$34.7K 0.08% 349
2022
Q3 		$726K Sell
20,150
-52
-0.3% -$1.97K 0.07% 387
2022
Q2 		$723K Sell
20,202
-8,174
-29% -$328K 0.07% 399
2022
Q1 		$1.08M Sell
28,376
-105,852
-79% -$3.67M 0.1% 278
2021
Q4 		$3.73M Buy
+134,228
New +$3.79M 0.34% 47

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Schechter Investment Advisors's XLE Position: Q1 2025 in Review

Schechter Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.9% in Q1 2025, buying an estimated $22.9K and bringing the position to 27,136 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #192.

Schechter Investment Advisors first reported a position in XLE in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.73M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

  • Schechter Investment Advisors held 27,136 shares of State Street Energy Select Sector SPDR ETF worth $1.27M as of Q1 2025.
  • Schechter Investment Advisors bought 508 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $22.9K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #192 holding.
  • Schechter Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $3.73M in Q4 2021.
  • 1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.