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Siligmueller & Norvid Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-4,886
Closed -$210K – 226
2025
Q2 		$210K Sell
4,886
-480
-9% -$20K 0.08% 91
2025
Q1 		$251K Hold
5,366
– – 0.11% 86
2024
Q4 		$230K Buy
+5,366
New +$244K 0.1% 87

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 $871B AUM 31.28% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's XLE Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 4,886 shares — an estimated $210K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in XLE in Q4 2024 and held it in 3 quarters. The position peaked at $251K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 4,886 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $210K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $251K in Q1 2025.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.