Sharkey, Howes & Javer’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-5,118	Closed	-$217K	–	169
2025 Q2	$217K	Sell	5,118 -566	-10%	-$23.6K	0.03%	150
2025 Q1	$266K	Buy	5,684 +360	+7%	+$16.2K	0.04%	131
2024 Q4	$228K	Buy	5,324 +44	+0.8%	+$2K	0.03%	137
2024 Q3	$232K	Buy	5,280 +44	+0.8%	+$1.97K	0.03%	135
2024 Q2	$239K	Buy	5,236 +40	+0.8%	+$1.86K	0.04%	109
2024 Q1	$245K	Buy	5,196 +34	+0.7%	+$1.46K	0.04%	112
2023 Q4	$216K	Buy	5,162 +48	+0.9%	+$2.05K	0.04%	110
2023 Q3	$231K	Buy	5,114 +38	+0.7%	+$1.66K	0.04%	101
2023 Q2	$206K	Buy	5,076 +44	+0.9%	+$1.79K	0.04%	94
2023 Q1	$208K	Buy	5,032 +52	+1%	+$2.22K	0.04%	89
2022 Q4	$218K	Buy	+4,980	New	+$217K	0.05%	89
2016 Q4	–	Sell	-300	Closed	-$11K	–	242
2016 Q3	$11K	Hold	300	–	–	0.01%	162
2016 Q2	$10K	Buy	+300	New	+$9.9K	0.01%	169

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Sharkey, Howes & Javer's XLE Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 5,118 shares — an estimated $217K sold.

Sharkey, Howes & Javer first reported a position in XLE in Q2 2016 and held it in 13 quarters. The position peaked at $266K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Sharkey, Howes & Javer reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 5,118 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $217K.
Sharkey, Howes & Javer first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
Sharkey, Howes & Javer's State Street Energy Select Sector SPDR ETF position peaked at $266K in Q1 2025.
1,741 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.