Semmax Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Semmax Financial 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 Q2	$340	Buy	+8	New	+$333	﹤0.01%	393
2024 Q3	–	Sell	-102	Closed	-$4.56K	–	416
2024 Q2	$4.56K	Hold	102	–	–	﹤0.01%	285
2024 Q1	$4.76K	Buy	102 +2	+2%	+$86	﹤0.01%	251
2023 Q4	$4.21K	Buy	+100	New	+$4.28K	﹤0.01%	264
2022 Q1	–	Sell	-4	Closed	–	–	309
2021 Q4	$0	Hold	4	–	–	﹤0.01%	288
2021 Q3	$0	Hold	4	–	–	﹤0.01%	277
2021 Q2	$0	Hold	4	–	–	﹤0.01%	290
2021 Q1	$0	Hold	4	–	–	﹤0.01%	298
2020 Q4	$0	Hold	4	–	–	﹤0.01%	283
2020 Q3	$0	Hold	4	–	–	﹤0.01%	291
2020 Q2	$0	Hold	4	–	–	﹤0.01%	303
2020 Q1	$0	Hold	4	–	–	﹤0.01%	322
2019 Q4	$0	Hold	4	–	–	﹤0.01%	305
2019 Q3	$0	Sell	4 -122	-97%	-$3.69K	﹤0.01%	353
2019 Q2	$4K	Sell	126 -5,084	-98%	-$163K	﹤0.01%	238
2019 Q1	$172K	Buy	5,210 +516	+11%	+$16.6K	0.12%	135
2018 Q4	$135K	Buy	+4,694	New	+$157K	0.11%	134

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Semmax Financial Advisors's XLE Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025: 8 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in XLE as recently as Q2 2024.

Semmax Financial Advisors first reported a position in XLE in Q4 2018 and has held it in 17 quarters since. The position peaked at $172K in Q1 2019. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Semmax Financial Advisors held 8 shares of State Street Energy Select Sector SPDR ETF worth $340 as of Q2 2025.
State Street Energy Select Sector SPDR ETF was a new Semmax Financial Advisors position in Q2 2025.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #393 holding.
Semmax Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
Semmax Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $172K in Q1 2019.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.