Slocum, Gordon & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Slocum, Gordon & Co’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	–	Sell	-216	Closed	-$10.1K	–	142
2025 Q1	$10.1K	Hold	216	–	–	0.01%	109
2024 Q4	$9.25K	Hold	216	–	–	0.01%	111
2024 Q3	$9.48K	Hold	216	–	–	﹤0.01%	109
2024 Q2	$9.84K	Hold	216	–	–	0.01%	118
2024 Q1	$10.2K	Hold	216	–	–	0.01%	114
2023 Q4	$9.05K	Hold	216	–	–	0.01%	117
2023 Q3	$9.76K	Hold	216	–	–	0.01%	126
2023 Q2	$8.77K	Buy	+216	New	+$8.8K	0.01%	123

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

Slocum, Gordon & Co's XLE Position: Q2 2025 in Review

Slocum, Gordon & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 216 shares — an estimated $10.1K sold.

Slocum, Gordon & Co first reported a position in XLE in Q2 2023 and held it in 8 quarters. The position peaked at $10.2K in Q1 2024. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Slocum, Gordon & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 216 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $10.1K.
Slocum, Gordon & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Slocum, Gordon & Co's State Street Energy Select Sector SPDR ETF position peaked at $10.2K in Q1 2024.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Slocum, Gordon & Co's 13F filing for Q2 2025, filed 19 Aug 2025.